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 | $23,800 | $142,405-83.3% | $115,157-79.3% | $152,861-84.4% |
| Participation rate | 91.7% | 82.4%+9.3pp | 75.9%+15.8pp | 82.4%+9.2pp |
| Annual return | 17.27% | 41.48%-24.2pp | 35.60%-18.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $628 | $4,010-84.3% | $3,179-80.2% | $4,762-86.8% |
| Participant deferral / active EE | $2,601 | $5,164-49.6% | $4,168-37.6% | $5,850-55.5% |
| Admin fee / account holder | $39 | $8,462-99.5% | $7,088-99.4% | $11,596-99.7% |