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 | $185,612 | $105,998+75.1% | $92,233+101.2% | $147,584+25.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.62% | 50.05%-26.4pp | 176.28%-152.7pp | 578.55%-554.9pp |
| Employer contribution / active EE | $620 | $4,333-85.7% | $3,679-83.2% | $4,876-87.3% |
| Participant deferral / active EE | $4,538 | $4,478+1.3% | $3,897+16.5% | $5,439-16.6% |
| Admin fee / account holder | $75 | $6,332-98.8% | $5,194-98.6% | $10,885-99.3% |