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 9-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 | $41,044 | $98,750-58.4% | $149,696-72.6% | $79,858-48.6% |
| Participation rate | 74.1% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.5pp |
| Annual return | 25.47% | 27.43%-2.0pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,581 | $5,680+68.7% | $6,842+40.0% | $3,740+156.2% |
| Admin fee / account holder | $270 | $6,053-95.5% | $9,309-97.1% | $5,306-94.9% |