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 9-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 | $21,058 | $138,065-84.7% | $123,544-83.0% | $135,375-84.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 231.11% | 153.68%+77.4pp | 119.20%+111.9pp | 519.73%-288.6pp |
| Employer contribution / active EE | $66 | $5,151-98.7% | $4,628-98.6% | $4,779-98.6% |
| Participant deferral / active EE | $5,369 | $6,799-21.0% | $6,426-16.4% | $5,609-4.3% |
| Admin fee / account holder | $62 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |