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 9-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 | $76,186 | $154,117-50.6% | $129,995-41.4% | $139,434-45.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 19.66% | 32.48%-12.8pp | -137.18%+156.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $820 | $5,289-84.5% | $4,320-81.0% | $4,751-82.7% |
| Participant deferral / active EE | $6,154 | $6,710-8.3% | $5,820+5.7% | $6,710-8.3% |
| Admin fee / account holder | $31 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |