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 | $39,630 | $84,233-53.0% | $170,442-76.7% | $70,131-43.5% |
| Participation rate | 80.8% | 70.8%+9.9pp | 83.6%-2.8pp | 69.5%+11.2pp |
| Annual return | 16.99% | 23.06%-6.1pp | 205.93%-188.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $126 | $3,387-96.3% | $5,433-97.7% | $2,342-94.6% |
| Participant deferral / active EE | $1,974 | $3,086-36.0% | $4,939-60.0% | $3,332-40.7% |
| Admin fee / account holder | $178 | $5,698-96.9% | $13,880-98.7% | $4,645-96.2% |