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 | $13,674 | $118,427-88.5% | $66,042-79.3% | $142,382-90.4% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 54.91% | 35.57%+19.3pp | 52.11%+2.8pp | 217.08%-162.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,500 | $4,311+27.6% | $2,835+94.0% | $6,507-15.5% |
| Admin fee / account holder | $76 | $9,593-99.2% | $5,747-98.7% | $12,624-99.4% |