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 3-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 | $24,699 | $214,378-88.5% | $200,582-87.7% | $142,382-82.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 26.49% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $624 | $6,841-90.9% | $6,419-90.3% | $4,299-85.5% |
| Participant deferral / active EE | $7,707 | $9,865-21.9% | $9,331-17.4% | $6,507+18.4% |
| Admin fee / account holder | $1 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |