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 3-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 | $18,775 | $158,398-88.1% | $126,539-85.2% | $142,382-86.8% |
| Participation rate | 76.5% | 75.8%+0.7pp | 69.8%+6.7pp | 80.1%-3.6pp |
| Annual return | 23.63% | 593.76%-570.1pp | 425.95%-402.3pp | 217.08%-193.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,836 | $4,767+22.4% | $4,083+43.0% | $6,507-10.3% |
| Admin fee / account holder | $101 | $6,918-98.5% | $6,065-98.3% | $12,624-99.2% |