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 | $23,808 | $183,519-87.0% | $155,509-84.7% | $145,922-83.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.77% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $846 | $5,313-84.1% | $4,672-81.9% | $4,660-81.8% |
| Participant deferral / active EE | $5,904 | $6,462-8.6% | $5,626+4.9% | $6,688-11.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |