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 3-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 | $28,392 | $114,381-75.2% | $107,525-73.6% | $142,382-80.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.31% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $629 | $4,015-84.3% | $3,754-83.3% | $4,299-85.4% |
| Participant deferral / active EE | $9,343 | $5,564+67.9% | $5,116+82.6% | $6,507+43.6% |
| Admin fee / account holder | $194 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |