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 | $114,132 | $99,032+15.2% | $80,019+42.6% | $135,375-15.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 19.65% | 15.39%+4.3pp | 11.22%+8.4pp | 519.73%-500.1pp |
| Employer contribution / active EE | $375 | $3,043-87.7% | $2,468-84.8% | $4,779-92.2% |
| Participant deferral / active EE | $1,536 | $4,282-64.1% | $3,686-58.3% | $5,609-72.6% |
| Admin fee / account holder | $44 | $10,436-99.6% | $6,521-99.3% | $10,827-99.6% |