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 4-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 | $17,817 | $114,381-84.4% | $107,525-83.4% | $142,382-87.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 28.58% | 242.71%-214.1pp | 181.32%-152.7pp | 217.08%-188.5pp |
| Employer contribution / active EE | $751 | $4,015-81.3% | $3,754-80.0% | $4,299-82.5% |
| Participant deferral / active EE | $4,859 | $5,564-12.7% | $5,116-5.0% | $6,507-25.3% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |