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 4-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 | $24,804 | $172,111-85.6% | $150,298-83.5% | $137,256-81.9% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 18.07% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $384 | $4,636-91.7% | $4,154-90.7% | $4,156-90.7% |
| Participant deferral / active EE | $2,083 | $6,166-66.2% | $5,453-61.8% | $6,407-67.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |