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 3-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 | $45,540 | $177,572-74.4% | $154,803-70.6% | $142,382-68.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 162.07% | 65.07%+97.0pp | 58.88%+103.2pp | 217.08%-55.0pp |
| Employer contribution / active EE | $750 | $4,810-84.4% | $4,305-82.6% | $4,299-82.5% |
| Participant deferral / active EE | $6,807 | $6,272+8.5% | $5,540+22.9% | $6,507+4.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |