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 | $40,741 | $183,519-77.8% | $155,509-73.8% | $145,922-72.1% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 17.56% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,959 | $6,462-7.8% | $5,626+5.9% | $6,688-10.9% |
| Admin fee / account holder | $271 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |