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 | $14,363 | $114,381-87.4% | $107,525-86.6% | $142,382-89.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.91% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $613 | $4,015-84.7% | $3,754-83.7% | $4,299-85.7% |
| Participant deferral / active EE | $2,125 | $5,564-61.8% | $5,116-58.5% | $6,507-67.3% |
| Admin fee / account holder | $271 | $9,860-97.2% | $8,919-97.0% | $12,624-97.9% |