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 | $20,194 | $107,334-81.2% | $92,893-78.3% | $152,861-86.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 29.60% | 145.58%-116.0pp | 109.41%-79.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $731 | $4,221-82.7% | $3,653-80.0% | $4,762-84.6% |
| Participant deferral / active EE | $7,647 | $4,845+57.8% | $4,236+80.5% | $5,850+30.7% |
| Admin fee / account holder | $69 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |