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 | $32,685 | $175,202-81.3% | $149,673-78.2% | $139,434-76.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.55% | 166.71%-138.2pp | 134.42%-105.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $692 | $5,474-87.4% | $4,818-85.6% | $4,751-85.4% |
| Participant deferral / active EE | $7,281 | $6,519+11.7% | $5,680+28.2% | $6,710+8.5% |
| Admin fee / account holder | -$1,316 | $16,150-108.2% | $13,210-110.0% | $11,403-111.5% |