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 | $14,292 | $180,749-92.1% | $160,784-91.1% | $137,256-89.6% |
| Participation rate | 95.7% | 80.0%+15.7pp | 77.0%+18.7pp | 80.0%+15.7pp |
| Annual return | 17.90% | 2234.46%-2216.6pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $345 | $4,155-91.7% | $3,733-90.8% | $4,156-91.7% |
| Participant deferral / active EE | $1,184 | $6,844-82.7% | $6,293-81.2% | $6,407-81.5% |
| Admin fee / account holder | $74 | $10,397-99.3% | $9,717-99.2% | $12,270-99.4% |