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 | $93,362 | $144,119-35.2% | $117,854-20.8% | $147,584-36.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 18.64% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $755 | $4,896-84.6% | $3,786-80.1% | $4,876-84.5% |
| Participant deferral / active EE | $4,802 | $5,316-9.7% | $4,482+7.2% | $5,439-11.7% |
| Admin fee / account holder | $7 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |