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 8-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 | $74,615 | $166,020-55.1% | $164,866-54.7% | $145,959-48.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 9.34% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $182 | $5,275-96.5% | $4,343-95.8% | $4,661-96.1% |
| Participant deferral / active EE | $3,084 | $6,961-55.7% | $6,033-48.9% | $6,689-53.9% |
| Admin fee / account holder | $107 | $16,644-99.4% | $12,689-99.2% | $13,398-99.2% |