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 3-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 | $79,658 | $159,901-50.2% | $146,958-45.8% | $145,922-45.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 21.59% | 98.13%-76.5pp | 418.34%-396.7pp | 561.29%-539.7pp |
| Employer contribution / active EE | $743 | $5,286-85.9% | $4,933-84.9% | $4,660-84.1% |
| Participant deferral / active EE | $13,491 | $8,428+60.1% | $8,070+67.2% | $6,688+101.7% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |