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 | $52,285 | $198,466-73.7% | $170,442-69.3% | $147,584-64.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.18% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,224 | $6,184-80.2% | $5,433-77.5% | $4,876-74.9% |
| Participant deferral / active EE | $4,917 | $5,629-12.7% | $4,939-0.5% | $5,439-9.6% |
| Admin fee / account holder | $51 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |