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 | $25,543 | $226,064-88.7% | $182,532-86.0% | $152,861-83.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 29.68% | 192.51%-162.8pp | 148.54%-118.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $430 | $4,978-91.4% | $4,076-89.5% | $4,762-91.0% |
| Participant deferral / active EE | $1,456 | $6,368-77.1% | $5,524-73.6% | $5,850-75.1% |
| Admin fee / account holder | $288 | $10,703-97.3% | $8,592-96.6% | $11,596-97.5% |