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 4-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 | $185,595 | $209,336-11.3% | $197,124-5.8% | $137,256+35.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.25% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $203 | $6,591-96.9% | $6,227-96.7% | $4,156-95.1% |
| Participant deferral / active EE | $26,305 | $9,614+173.6% | $9,135+188.0% | $6,407+310.6% |
| Admin fee / account holder | $84 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |