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 | $215,032 | $232,540-7.5% | $185,117+16.2% | $147,584+45.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 18.12% | 43.03%-24.9pp | 40.50%-22.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $214 | $5,195-95.9% | $4,182-94.9% | $4,876-95.6% |
| Participant deferral / active EE | $9,826 | $5,834+68.4% | $5,045+94.8% | $5,439+80.7% |
| Admin fee / account holder | $261 | $10,275-97.5% | $8,159-96.8% | $10,885-97.6% |