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 | $89,441 | $176,812-49.4% | $146,665-39.0% | $167,490-46.6% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 18.13% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $201 | $5,160-96.1% | $4,136-95.1% | $4,837-95.8% |
| Participant deferral / active EE | $9,302 | $6,440+44.4% | $5,506+68.9% | $6,341+46.7% |
| Admin fee / account holder | $237 | $13,259-98.2% | $10,280-97.7% | $12,309-98.1% |