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 | $35,229 | $115,770-69.6% | $101,248-65.2% | $158,922-77.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 16.73% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $280 | $4,175-93.3% | $3,660-92.4% | $4,761-94.1% |
| Participant deferral / active EE | $2,409 | $4,957-51.4% | $4,370-44.9% | $5,982-59.7% |
| Admin fee / account holder | $124 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |