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 9-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 | $21,202 | $210,648-89.9% | $177,989-88.1% | $145,922-85.5% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 11.34% | 385.86%-374.5pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $454 | $4,565-90.0% | $3,949-88.5% | $4,660-90.3% |
| Participant deferral / active EE | $2,850 | $6,958-59.0% | $6,276-54.6% | $6,688-57.4% |
| Admin fee / account holder | $250 | $12,013-97.9% | $10,363-97.6% | $13,397-98.1% |