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 | $36,646 | $89,355-59.0% | $141,162-74.0% | $72,985-49.8% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 26.45% | 111.85%-85.4pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $521 | $3,114-83.3% | $4,735-89.0% | $2,440-78.6% |
| Participant deferral / active EE | $6,105 | $5,418+12.7% | $6,709-9.0% | $3,607+69.2% |
| Admin fee / account holder | $163 | $5,958-97.3% | $10,261-98.4% | $5,124-96.8% |