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 | $149,095 | $197,591-24.5% | $177,821-16.2% | $158,922-6.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 16.55% | 58.76%-42.2pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $188 | $6,697-97.2% | $5,918-96.8% | $4,761-96.0% |
| Participant deferral / active EE | $7,018 | $8,405-16.5% | $7,714-9.0% | $5,982+17.3% |
| Admin fee / account holder | -$13 | $15,399-100.1% | $12,427-100.1% | $11,246-100.1% |