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 | $50,899 | $185,822-72.6% | $169,993-70.1% | $139,434-63.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.62% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,195 | $7,590-84.3% | $6,785-82.4% | $4,751-74.9% |
| Participant deferral / active EE | $4,621 | $11,622-60.2% | $10,408-55.6% | $6,710-31.1% |
| Admin fee / account holder | $26 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |