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 | $30,906 | $154,228-80.0% | $145,433-78.7% | $137,256-77.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.84% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $413 | $4,804-91.4% | $4,554-90.9% | $4,156-90.1% |
| Participant deferral / active EE | $6,520 | $8,216-20.6% | $7,897-17.4% | $6,407+1.8% |
| Admin fee / account holder | $195 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |