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 | $166,536 | $185,822-10.4% | $169,993-2.0% | $139,434+19.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.43% | 60.50%-45.1pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,040 | $7,590-86.3% | $6,785-84.7% | $4,751-78.1% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $60 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |