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 8-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 | $29,723 | $76,552-61.2% | $123,892-76.0% | $62,891-52.7% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 184.87% | 18.68%+166.2pp | 47.52%+137.4pp | 20.14%+164.7pp |
| Employer contribution / active EE | $119 | $2,883-95.9% | $4,617-97.4% | $2,281-94.8% |
| Participant deferral / active EE | $4,517 | $4,840-6.7% | $5,984-24.5% | $3,203+41.0% |
| Admin fee / account holder | $103 | $4,826-97.9% | $8,357-98.8% | $4,296-97.6% |