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 | $29,514 | $98,750-70.1% | $149,696-80.3% | $79,858-63.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 12.59% | 27.43%-14.8pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $381 | $3,216-88.1% | $4,644-91.8% | $2,471-84.6% |
| Participant deferral / active EE | $5,018 | $5,680-11.7% | $6,842-26.7% | $3,740+34.2% |
| Admin fee / account holder | $183 | $6,053-97.0% | $9,309-98.0% | $5,306-96.6% |