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 7-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 | $39,376 | $183,519-78.5% | $155,509-74.7% | $145,922-73.0% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 25.54% | 61.17%-35.6pp | 64.67%-39.1pp | 561.29%-535.7pp |
| Employer contribution / active EE | $620 | $5,313-88.3% | $4,672-86.7% | $4,660-86.7% |
| Participant deferral / active EE | $2,058 | $6,462-68.2% | $5,626-63.4% | $6,688-69.2% |
| Admin fee / account holder | $184 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |