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 7-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 | $28,396 | $158,398-82.1% | $126,539-77.6% | $142,382-80.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 20.60% | 593.76%-573.2pp | 425.95%-405.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,384 | $4,767+54.9% | $4,083+80.9% | $6,507+13.5% |
| Admin fee / account holder | $181 | $6,918-97.4% | $6,065-97.0% | $12,624-98.6% |