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 | $214,378-13.4% | $200,582-7.5% | $142,382+30.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.25% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $203 | $6,841-97.0% | $6,419-96.8% | $4,299-95.3% |
| Participant deferral / active EE | $26,305 | $9,865+166.7% | $9,331+181.9% | $6,507+304.2% |
| Admin fee / account holder | $84 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |