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 6-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 | $69,411 | $183,519-62.2% | $155,509-55.4% | $145,922-52.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.12% | 61.17%-47.0pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $974 | $5,313-81.7% | $4,672-79.2% | $4,660-79.1% |
| Participant deferral / active EE | $6,173 | $6,462-4.5% | $5,626+9.7% | $6,688-7.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |