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 6-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 | $24,971 | $178,174-86.0% | $156,181-84.0% | $137,256-81.8% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.8%+2.4pp | 80.0%+1.3pp |
| Annual return | 15.79% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $830 | $4,972-83.3% | $4,294-80.7% | $4,156-80.0% |
| Participant deferral / active EE | $2,455 | $6,888-64.4% | $6,132-60.0% | $6,407-61.7% |
| Admin fee / account holder | $253 | $17,404-98.5% | $14,586-98.3% | $12,270-97.9% |