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 | $99,380 | $148,534-33.1% | $135,903-26.9% | $139,434-28.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.16% | 79.19%-67.0pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $676 | $5,243-87.1% | $4,856-86.1% | $4,751-85.8% |
| Participant deferral / active EE | $9,290 | $8,100+14.7% | $7,758+19.8% | $6,710+38.4% |
| Admin fee / account holder | $87 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |