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 7-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 | $84,534 | $209,411-59.6% | $178,490-52.6% | $158,922-46.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.59% | 188.75%-159.2pp | 151.07%-121.5pp | 302.83%-273.2pp |
| Employer contribution / active EE | $600 | $5,706-89.5% | $5,011-88.0% | $4,761-87.4% |
| Participant deferral / active EE | $4,333 | $5,954-27.2% | $5,202-16.7% | $5,982-27.6% |
| Admin fee / account holder | $111 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |