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 | $41,709 | $144,119-71.1% | $117,854-64.6% | $147,584-71.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 12.75% | 531.15%-518.4pp | 335.08%-322.3pp | 578.55%-565.8pp |
| Employer contribution / active EE | $338 | $4,896-93.1% | $3,786-91.1% | $4,876-93.1% |
| Participant deferral / active EE | $1,769 | $5,316-66.7% | $4,482-60.5% | $5,439-67.5% |
| Admin fee / account holder | $1 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |