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 9-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 | $45,553 | $209,411-78.2% | $178,490-74.5% | $158,922-71.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 21.51% | 188.75%-167.2pp | 151.07%-129.6pp | 302.83%-281.3pp |
| Employer contribution / active EE | $557 | $5,706-90.2% | $5,011-88.9% | $4,761-88.3% |
| Participant deferral / active EE | $11,143 | $5,954+87.1% | $5,202+114.2% | $5,982+86.3% |
| Admin fee / account holder | $1 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |