See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,463 | $52,681-36.5% | $75,781-55.8% | $59,632-43.9% |
| Participation rate | 84.6% | 67.2%+17.4pp | 75.8%+8.8pp | 68.7%+15.9pp |
| Annual return | -1.87% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $270 | $2,193-87.7% | $3,323-91.9% | $2,203-87.8% |
| Participant deferral / active EE | $2,771 | $2,591+7.0% | $3,651-24.1% | $3,192-13.2% |
| Admin fee / account holder | $270 | $3,610-92.5% | $5,299-94.9% | $4,297-93.7% |