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 | $67,625 | $209,832-67.8% | $189,513-64.3% | $167,490-59.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.98% | 748.27%-731.3pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,375 | $6,914-80.1% | $6,162-77.7% | $4,837-71.6% |
| Participant deferral / active EE | $8,065 | $8,935-9.7% | $8,221-1.9% | $6,341+27.2% |
| Admin fee / account holder | $22 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |