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 | $84,957 | $154,228-44.9% | $145,433-41.6% | $137,256-38.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.69% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $809 | $4,804-83.2% | $4,554-82.2% | $4,156-80.5% |
| Participant deferral / active EE | $9,435 | $8,216+14.8% | $7,897+19.5% | $6,407+47.3% |
| Admin fee / account holder | $13 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |