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 8-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 | $45,280 | $183,592-75.3% | $155,567-70.9% | $145,959-69.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.09% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.9pp |
| Employer contribution / active EE | $759 | $5,315-85.7% | $4,674-83.8% | $4,661-83.7% |
| Participant deferral / active EE | $1,911 | $6,464-70.4% | $5,628-66.1% | $6,689-71.4% |
| Admin fee / account holder | $269 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |