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 8-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 | $110,110 | $201,272-45.3% | $184,203-40.2% | $145,922-24.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 29.00%-15.4pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $951 | $7,022-86.5% | $6,427-85.2% | $4,660-79.6% |
| Participant deferral / active EE | $18,171 | $9,806+85.3% | $9,131+99.0% | $6,688+171.7% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |