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 9-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 | $45,127 | $183,519-75.4% | $155,509-71.0% | $145,922-69.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 16.65% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $386 | $5,313-92.7% | $4,672-91.7% | $4,660-91.7% |
| Participant deferral / active EE | $2,771 | $6,462-57.1% | $5,626-50.7% | $6,688-58.6% |
| Admin fee / account holder | $184 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |