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 10-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 | $64,263 | $163,101-60.6% | $136,749-53.0% | $142,382-54.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.21% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $729 | $4,117-82.3% | $3,400-78.6% | $4,299-83.1% |
| Participant deferral / active EE | $1,437 | $5,585-74.3% | $4,692-69.4% | $6,507-77.9% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |