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 | $57,871 | $140,940-58.9% | $112,229-48.4% | $139,434-58.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.07% | 32.71%-17.6pp | 30.20%-15.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $700 | $4,283-83.6% | $3,430-79.6% | $4,751-85.3% |
| Participant deferral / active EE | $3,854 | $5,874-34.4% | $4,798-19.7% | $6,710-42.6% |
| Admin fee / account holder | $27 | $9,954-99.7% | $7,748-99.7% | $11,403-99.8% |