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 | $51,425 | $214,378-76.0% | $200,582-74.4% | $142,382-63.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.28% | 46.41%-27.1pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,020 | $6,841-85.1% | $6,419-84.1% | $4,299-76.3% |
| Participant deferral / active EE | $22,950 | $9,865+132.6% | $9,331+146.0% | $6,507+252.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |