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 | $134,964 | $232,540-42.0% | $185,117-27.1% | $147,584-8.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 19.89% | 43.03%-23.1pp | 40.50%-20.6pp | 578.55%-558.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,885 | $5,834-16.3% | $5,045-3.2% | $5,439-10.2% |
| Admin fee / account holder | $47 | $10,275-99.5% | $8,159-99.4% | $10,885-99.6% |