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 | $115,264 | $115,770-0.4% | $101,248+13.8% | $158,922-27.5% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 17.18% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $537 | $4,175-87.1% | $3,660-85.3% | $4,761-88.7% |
| Participant deferral / active EE | $5,822 | $4,957+17.4% | $4,370+33.2% | $5,982-2.7% |
| Admin fee / account holder | $26 | $7,245-99.6% | $5,945-99.6% | $11,246-99.8% |