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 8-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 | $46,658 | $180,449-74.1% | $154,107-69.7% | $135,375-65.5% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -5.18% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $845 | $6,035-86.0% | $5,298-84.1% | $4,779-82.3% |
| Participant deferral / active EE | $2,121 | $5,806-63.5% | $5,081-58.3% | $5,609-62.2% |
| Admin fee / account holder | $260 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |