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 7-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 | $30,007 | $165,335-81.9% | $149,696-80.0% | $158,922-81.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 27.57% | 348.15%-320.6pp | 276.60%-249.0pp | 302.83%-275.3pp |
| Employer contribution / active EE | $717 | $5,103-85.9% | $4,644-84.6% | $4,761-84.9% |
| Participant deferral / active EE | $5,977 | $7,181-16.8% | $6,842-12.6% | $5,982-0.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |