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 7-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 | $31,685 | $185,822-82.9% | $169,993-81.4% | $139,434-77.3% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 49.71% | 60.50%-10.8pp | 53.37%-3.7pp | 372.94%-323.2pp |
| Employer contribution / active EE | $505 | $7,590-93.3% | $6,785-92.6% | $4,751-89.4% |
| Participant deferral / active EE | $4,428 | $11,622-61.9% | $10,408-57.5% | $6,710-34.0% |
| Admin fee / account holder | $105 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |