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 | $61,128 | $159,602-61.7% | $150,045-59.3% | $142,382-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.40% | 70.24%-48.8pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $37 | $4,961-99.3% | $4,693-99.2% | $4,299-99.1% |
| Participant deferral / active EE | $17,554 | $8,310+111.2% | $7,997+119.5% | $6,507+169.8% |
| Admin fee / account holder | $135 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |