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 | $21,927 | $172,111-87.3% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 16.38% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $542 | $4,636-88.3% | $4,154-86.9% | $4,156-87.0% |
| Participant deferral / active EE | $2,238 | $6,166-63.7% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $23 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |