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 | $36,595 | $197,591-81.5% | $177,821-79.4% | $158,922-77.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 23.00% | 58.76%-35.8pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,299 | $6,697-80.6% | $5,918-78.1% | $4,761-72.7% |
| Participant deferral / active EE | $7,415 | $8,405-11.8% | $7,714-3.9% | $5,982+24.0% |
| Admin fee / account holder | $31 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |