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 4-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 | $62,010 | $210,648-70.6% | $177,989-65.2% | $145,922-57.5% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 11.92% | 385.86%-373.9pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $594 | $4,565-87.0% | $3,949-84.9% | $4,660-87.2% |
| Participant deferral / active EE | $4,187 | $6,958-39.8% | $6,276-33.3% | $6,688-37.4% |
| Admin fee / account holder | $285 | $12,013-97.6% | $10,363-97.3% | $13,397-97.9% |