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 9-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 | $89,309 | $160,055-44.2% | $140,016-36.2% | $135,375-34.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 0.57% | 911.38%-910.8pp | 651.12%-650.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $188 | $6,420-97.1% | $5,606-96.7% | $4,779-96.1% |
| Participant deferral / active EE | $6,641 | $7,642-13.1% | $6,927-4.1% | $5,609+18.4% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |