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 8-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 | $106,872 | $209,411-49.0% | $178,490-40.1% | $158,922-32.8% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 19.66% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,092 | $5,706-80.9% | $5,011-78.2% | $4,761-77.1% |
| Participant deferral / active EE | $2,478 | $5,954-58.4% | $5,202-52.4% | $5,982-58.6% |
| Admin fee / account holder | $177 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |