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 | $58,346 | $152,587-61.8% | $125,175-53.4% | $152,861-61.8% |
| Participation rate | 76.2% | 83.3%-7.1pp | 79.8%-3.6pp | 82.4%-6.3pp |
| Annual return | 22.50% | 54.84%-32.3pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $918 | $4,946-81.4% | $3,865-76.2% | $4,762-80.7% |
| Participant deferral / active EE | $3,118 | $5,868-46.9% | $4,937-36.8% | $5,850-46.7% |
| Admin fee / account holder | $290 | $13,434-97.8% | $9,702-97.0% | $11,596-97.5% |