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 | $16,709 | $114,381-85.4% | $107,525-84.5% | $142,382-88.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 18.49% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $607 | $4,015-84.9% | $3,754-83.8% | $4,299-85.9% |
| Participant deferral / active EE | $5,797 | $5,564+4.2% | $5,116+13.3% | $6,507-10.9% |
| Admin fee / account holder | $74 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |