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 8-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 | $54,302 | $209,832-74.1% | $189,513-71.3% | $167,490-67.6% |
| Participation rate | 82.4% | 88.7%-6.3pp | 87.8%-5.5pp | 82.1%+0.2pp |
| Annual return | 21.91% | 748.27%-726.4pp | 555.15%-533.2pp | 478.56%-456.7pp |
| Employer contribution / active EE | $1,358 | $6,914-80.4% | $6,162-78.0% | $4,837-71.9% |
| Participant deferral / active EE | $3,605 | $8,935-59.6% | $8,221-56.1% | $6,341-43.1% |
| Admin fee / account holder | $54 | $14,293-99.6% | $12,045-99.6% | $12,309-99.6% |