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 | $232,247 | $116,175+99.9% | $93,606+148.1% | $152,861+51.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.86% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $435 | $3,218-86.5% | $2,718-84.0% | $4,762-90.9% |
| Participant deferral / active EE | $5,664 | $4,603+23.0% | $4,069+39.2% | $5,850-3.2% |
| Admin fee / account holder | $12 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |