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 | $26,825 | $159,602-83.2% | $150,045-82.1% | $142,382-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.91% | 70.24%-40.3pp | 62.55%-32.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $673 | $4,961-86.4% | $4,693-85.7% | $4,299-84.4% |
| Participant deferral / active EE | $11,519 | $8,310+38.6% | $7,997+44.0% | $6,507+77.0% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |