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 10-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 | $19,735 | $105,998-81.4% | $92,233-78.6% | $147,584-86.6% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 27.21% | 50.05%-22.8pp | 176.28%-149.1pp | 578.55%-551.3pp |
| Employer contribution / active EE | $238 | $4,333-94.5% | $3,679-93.5% | $4,876-95.1% |
| Participant deferral / active EE | $5,745 | $4,478+28.3% | $3,897+47.4% | $5,439+5.6% |
| Admin fee / account holder | $194 | $6,332-96.9% | $5,194-96.3% | $10,885-98.2% |