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 | $74,524 | $107,334-30.6% | $92,893-19.8% | $152,861-51.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.77% | 145.58%-119.8pp | 109.41%-83.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $733 | $4,221-82.6% | $3,653-79.9% | $4,762-84.6% |
| Participant deferral / active EE | $16,104 | $4,845+232.4% | $4,236+280.2% | $5,850+175.3% |
| Admin fee / account holder | $6 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |