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 | $46,601 | $177,572-73.8% | $154,803-69.9% | $142,382-67.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.98% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $851 | $4,810-82.3% | $4,305-80.2% | $4,299-80.2% |
| Participant deferral / active EE | $6,872 | $6,272+9.6% | $5,540+24.0% | $6,507+5.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |