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 9-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 | $198,930 | $154,228+29.0% | $145,433+36.8% | $137,256+44.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.01% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $585 | $4,804-87.8% | $4,554-87.2% | $4,156-85.9% |
| Participant deferral / active EE | $22,566 | $8,216+174.6% | $7,897+185.7% | $6,407+252.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |