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 | $47,169 | $96,484-51.1% | $75,886-37.8% | $152,861-69.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.3%+2.1pp | 82.4%-11.0pp |
| Annual return | 27.77% | 33.98%-6.2pp | 30.76%-3.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $308 | $3,309-90.7% | $2,500-87.7% | $4,762-93.5% |
| Participant deferral / active EE | $1,816 | $4,553-60.1% | $3,603-49.6% | $5,850-69.0% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |