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 | $28,805 | $148,534-80.6% | $135,903-78.8% | $139,434-79.3% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 24.03% | 79.19%-55.2pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $629 | $5,243-88.0% | $4,856-87.1% | $4,751-86.8% |
| Participant deferral / active EE | $4,306 | $8,100-46.8% | $7,758-44.5% | $6,710-35.8% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |