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 5-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 | $59,642 | $183,592-67.5% | $155,567-61.7% | $145,959-59.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $500 | $5,315-90.6% | $4,674-89.3% | $4,661-89.3% |
| Participant deferral / active EE | $61,358 | $6,464+849.2% | $5,628+990.3% | $6,689+817.4% |
| Admin fee / account holder | $218 | $19,318-98.9% | $15,916-98.6% | $13,398-98.4% |