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 | $21,550 | $189,613-88.6% | $167,512-87.1% | $142,382-84.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 14.05% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $81 | $4,349-98.1% | $3,882-97.9% | $4,299-98.1% |
| Participant deferral / active EE | $2,031 | $6,981-70.9% | $6,405-68.3% | $6,507-68.8% |
| Admin fee / account holder | $32 | $10,528-99.7% | $9,769-99.7% | $12,624-99.7% |