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 | $115,762 | $162,781-28.9% | $133,956-13.6% | $158,922-27.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 36.37% | 41.94%-5.6pp | 45.09%-8.7pp | 302.83%-266.5pp |
| Employer contribution / active EE | $381 | $4,975-92.3% | $3,919-90.3% | $4,761-92.0% |
| Participant deferral / active EE | $4,000 | $5,911-32.3% | $5,048-20.8% | $5,982-33.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |