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 | $47,861 | $100,041-52.2% | $149,718-68.0% | $70,131-31.8% |
| Participation rate | 71.1% | 83.6%-12.5pp | 87.1%-16.0pp | 69.5%+1.6pp |
| Annual return | 19.82% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $348 | $3,662-90.5% | $5,445-93.6% | $2,342-85.1% |
| Participant deferral / active EE | $2,668 | $4,983-46.4% | $6,569-59.4% | $3,332-19.9% |
| Admin fee / account holder | $149 | $8,286-98.2% | $11,283-98.7% | $4,645-96.8% |