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 4-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 | $21,966 | $183,519-88.0% | $155,509-85.9% | $145,922-84.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 115.98% | 61.17%+54.8pp | 64.67%+51.3pp | 561.29%-445.3pp |
| Employer contribution / active EE | $772 | $5,313-85.5% | $4,672-83.5% | $4,660-83.4% |
| Participant deferral / active EE | $4,285 | $6,462-33.7% | $5,626-23.8% | $6,688-35.9% |
| Admin fee / account holder | $175 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |