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 | $37,728 | $162,781-76.8% | $133,956-71.8% | $158,922-76.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.92% | 41.94%-20.0pp | 45.09%-23.2pp | 302.83%-280.9pp |
| Employer contribution / active EE | $825 | $4,975-83.4% | $3,919-79.0% | $4,761-82.7% |
| Participant deferral / active EE | $2,895 | $5,911-51.0% | $5,048-42.6% | $5,982-51.6% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |