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 | $26,856 | $214,378-87.5% | $200,582-86.6% | $142,382-81.1% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 11.93% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,074 | $6,841-84.3% | $6,419-83.3% | $4,299-75.0% |
| Participant deferral / active EE | $3,222 | $9,865-67.3% | $9,331-65.5% | $6,507-50.5% |
| Admin fee / account holder | $9 | $17,692-100.0% | $16,305-99.9% | $12,624-99.9% |