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 3-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 | $16,812 | $159,602-89.5% | $150,045-88.8% | $142,382-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 186.24% | 70.24%+116.0pp | 62.55%+123.7pp | 217.08%-30.8pp |
| Employer contribution / active EE | $245 | $4,961-95.1% | $4,693-94.8% | $4,299-94.3% |
| Participant deferral / active EE | $24,245 | $8,310+191.8% | $7,997+203.2% | $6,507+272.6% |
| Admin fee / account holder | $49 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |