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 5-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 | $39,490 | $177,572-77.8% | $154,803-74.5% | $142,382-72.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 57.05% | 65.07%-8.0pp | 58.88%-1.8pp | 217.08%-160.0pp |
| Employer contribution / active EE | $194 | $4,810-96.0% | $4,305-95.5% | $4,299-95.5% |
| Participant deferral / active EE | $9,806 | $6,272+56.4% | $5,540+77.0% | $6,507+50.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |