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 7-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 | $49,722 | $111,814-55.5% | $103,374-51.9% | $145,959-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 24.77%-12.9pp | 24.89%-13.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $694 | $4,214-83.5% | $3,869-82.1% | $4,661-85.1% |
| Participant deferral / active EE | $6,937 | $5,618+23.5% | $5,058+37.2% | $6,689+3.7% |
| Admin fee / account holder | $75 | $9,754-99.2% | $8,394-99.1% | $13,398-99.4% |