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 | $65,762 | $106,890-38.5% | $84,015-21.7% | $152,861-57.0% |
| Participation rate | 72.2% | 75.2%-3.0pp | 69.0%+3.2pp | 82.4%-10.2pp |
| Annual return | 23.49% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $224 | $2,734-91.8% | $1,983-88.7% | $4,762-95.3% |
| Participant deferral / active EE | $2,635 | $4,011-34.3% | $3,239-18.6% | $5,850-55.0% |
| Admin fee / account holder | $226 | $8,285-97.3% | $6,101-96.3% | $11,596-98.0% |