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 | $103,397 | $165,335-37.5% | $149,696-30.9% | $158,922-34.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 28.67% | 348.15%-319.5pp | 276.60%-247.9pp | 302.83%-274.2pp |
| Employer contribution / active EE | $458 | $5,103-91.0% | $4,644-90.1% | $4,761-90.4% |
| Participant deferral / active EE | $7,585 | $7,181+5.6% | $6,842+10.9% | $5,982+26.8% |
| Admin fee / account holder | $158 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |