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 4-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 | $69,843 | $159,602-56.2% | $150,045-53.5% | $142,382-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.45% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $130 | $4,961-97.4% | $4,693-97.2% | $4,299-97.0% |
| Participant deferral / active EE | $15,306 | $8,310+84.2% | $7,997+91.4% | $6,507+135.2% |
| Admin fee / account holder | $152 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |