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 7-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 | $20,093 | $183,519-89.1% | $155,509-87.1% | $145,922-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 43.85% | 61.17%-17.3pp | 64.67%-20.8pp | 561.29%-517.4pp |
| Employer contribution / active EE | $929 | $5,313-82.5% | $4,672-80.1% | $4,660-80.1% |
| Participant deferral / active EE | $4,829 | $6,462-25.3% | $5,626-14.2% | $6,688-27.8% |
| Admin fee / account holder | $132 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |