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 | $51,951 | $210,698-75.3% | $178,014-70.8% | $145,959-64.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 14.23% | 386.27%-372.0pp | 294.80%-280.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $26 | $4,567-99.4% | $3,950-99.3% | $4,661-99.4% |
| Participant deferral / active EE | $4,572 | $6,958-34.3% | $6,276-27.1% | $6,689-31.6% |
| Admin fee / account holder | $22 | $12,016-99.8% | $10,362-99.8% | $13,398-99.8% |