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 | $60,290 | $135,635-55.5% | $110,238-45.3% | $135,375-55.5% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | 0.19% | 513.19%-513.0pp | 314.74%-314.5pp | 519.73%-519.5pp |
| Employer contribution / active EE | $552 | $4,906-88.7% | $3,826-85.6% | $4,779-88.4% |
| Participant deferral / active EE | $2,601 | $5,506-52.8% | $4,672-44.3% | $5,609-53.6% |
| Admin fee / account holder | $9 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |