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 | $35,911 | $198,466-81.9% | $170,442-78.9% | $147,584-75.7% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.55% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,000 | $6,184-83.8% | $5,433-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $7,624 | $5,629+35.4% | $4,939+54.3% | $5,439+40.2% |
| Admin fee / account holder | $31 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |