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 8-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 | $80,844 | $159,901-49.4% | $146,958-45.0% | $145,922-44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.59% | 98.13%-81.5pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $734 | $5,286-86.1% | $4,933-85.1% | $4,660-84.3% |
| Participant deferral / active EE | $10,227 | $8,428+21.3% | $8,070+26.7% | $6,688+52.9% |
| Admin fee / account holder | $35 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |