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 | $79,108 | $168,632-53.1% | $147,614-46.4% | $125,391-36.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.54% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.7pp |
| Employer contribution / active EE | $849 | $6,252-86.4% | $5,564-84.7% | $4,866-82.6% |
| Participant deferral / active EE | $6,338 | $5,507+15.1% | $4,895+29.5% | $5,352+18.4% |
| Admin fee / account holder | $128 | $13,580-99.1% | $11,611-98.9% | $9,540-98.7% |