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 | $11,559 | $180,749-93.6% | $160,784-92.8% | $137,256-91.6% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 20.81% | 2234.46%-2213.7pp | 1803.92%-1783.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $289 | $4,155-93.0% | $3,733-92.3% | $4,156-93.0% |
| Participant deferral / active EE | $1,907 | $6,844-72.1% | $6,293-69.7% | $6,407-70.2% |
| Admin fee / account holder | $155 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |