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 7-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 | $54,724 | $185,822-70.6% | $169,993-67.8% | $139,434-60.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 30.37% | 60.50%-30.1pp | 53.37%-23.0pp | 372.94%-342.6pp |
| Employer contribution / active EE | $1,343 | $7,590-82.3% | $6,785-80.2% | $4,751-71.7% |
| Participant deferral / active EE | $8,848 | $11,622-23.9% | $10,408-15.0% | $6,710+31.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |