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 | $197,296 | $157,256+25.5% | $141,162+39.8% | $152,861+29.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.71% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $621 | $5,261-88.2% | $4,735-86.9% | $4,762-87.0% |
| Participant deferral / active EE | $5,200 | $7,109-26.9% | $6,709-22.5% | $5,850-11.1% |
| Admin fee / account holder | $36 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |