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 | $12,762 | $177,572-92.8% | $154,803-91.8% | $142,382-91.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 34.18% | 65.07%-30.9pp | 58.88%-24.7pp | 217.08%-182.9pp |
| Employer contribution / active EE | $4 | $4,810-99.9% | $4,305-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $6,943 | $6,272+10.7% | $5,540+25.3% | $6,507+6.7% |
| Admin fee / account holder | $132 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |