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 10-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 | $64,902 | $155,788-58.3% | $124,672-47.9% | $167,490-61.3% |
| Participation rate | 95.5% | 81.1%+14.4pp | 74.6%+20.8pp | 82.1%+13.3pp |
| Annual return | 38.63% | 17.97%+20.7pp | 5142.93%-5104.3pp | 478.56%-439.9pp |
| Employer contribution / active EE | $560 | $4,163-86.5% | $3,324-83.1% | $4,837-88.4% |
| Participant deferral / active EE | $3,057 | $5,673-46.1% | $4,614-33.8% | $6,341-51.8% |
| Admin fee / account holder | $210 | $9,531-97.8% | $7,493-97.2% | $12,309-98.3% |