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 | $154,023 | $201,272-23.5% | $184,203-16.4% | $145,922+5.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.28% | 29.00%-5.7pp | 28.81%-5.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $936 | $7,022-86.7% | $6,427-85.4% | $4,660-79.9% |
| Participant deferral / active EE | $5,050 | $9,806-48.5% | $9,131-44.7% | $6,688-24.5% |
| Admin fee / account holder | $116 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |