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 6-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 | $73,207 | $201,259-63.6% | $184,200-60.3% | $145,959-49.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.94% | 28.98%-16.0pp | 28.80%-15.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $286 | $7,018-95.9% | $6,424-95.5% | $4,661-93.9% |
| Participant deferral / active EE | $7,100 | $9,806-27.6% | $9,132-22.3% | $6,689+6.1% |
| Admin fee / account holder | $121 | $16,372-99.3% | $13,907-99.1% | $13,398-99.1% |