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 | $31,157 | $214,378-85.5% | $200,582-84.5% | $142,382-78.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.88% | 46.41%-25.5pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,078 | $6,841-84.2% | $6,419-83.2% | $4,299-74.9% |
| Participant deferral / active EE | $5,210 | $9,865-47.2% | $9,331-44.2% | $6,507-19.9% |
| Admin fee / account holder | $101 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |