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 | $26,455 | $109,327-75.8% | $89,391-70.4% | $158,922-83.4% |
| Participation rate | 84.6% | 74.3%+10.4pp | 68.0%+16.6pp | 82.0%+2.7pp |
| Annual return | 14.55% | 345.68%-331.1pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,876 | $4,598+49.5% | $3,890+76.8% | $5,982+14.9% |
| Admin fee / account holder | $134 | $6,153-97.8% | $4,881-97.3% | $11,246-98.8% |