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 10-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 | $54,674 | $157,256-65.2% | $141,162-61.3% | $152,861-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 60.03% | 64.32%-4.3pp | 71.39%-11.4pp | 345.32%-285.3pp |
| Employer contribution / active EE | $872 | $5,261-83.4% | $4,735-81.6% | $4,762-81.7% |
| Participant deferral / active EE | $2,606 | $7,109-63.3% | $6,709-61.2% | $5,850-55.4% |
| Admin fee / account holder | $176 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |