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 5-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 | $36,236 | $209,832-82.7% | $189,513-80.9% | $167,490-78.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 21.90% | 748.27%-726.4pp | 555.15%-533.3pp | 478.56%-456.7pp |
| Employer contribution / active EE | $1,366 | $6,914-80.2% | $6,162-77.8% | $4,837-71.8% |
| Participant deferral / active EE | $9,688 | $8,935+8.4% | $8,221+17.8% | $6,341+52.8% |
| Admin fee / account holder | $142 | $14,293-99.0% | $12,045-98.8% | $12,309-98.8% |