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 | $58,744 | $140,940-58.3% | $112,229-47.7% | $139,434-57.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.99% | 32.71%-14.7pp | 30.20%-12.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $628 | $4,283-85.3% | $3,430-81.7% | $4,751-86.8% |
| Participant deferral / active EE | $3,620 | $5,874-38.4% | $4,798-24.5% | $6,710-46.0% |
| Admin fee / account holder | $53 | $9,954-99.5% | $7,748-99.3% | $11,403-99.5% |