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 | $31,173 | $217,402-85.7% | $185,823-83.2% | $167,490-81.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 22.91% | 148.36%-125.5pp | 122.05%-99.1pp | 478.56%-455.7pp |
| Employer contribution / active EE | $1,207 | $5,873-79.5% | $5,167-76.6% | $4,837-75.1% |
| Participant deferral / active EE | $3,260 | $6,356-48.7% | $5,568-41.4% | $6,341-48.6% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |