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 | $123,119 | $124,281-0.9% | $109,143+12.8% | $167,490-26.5% |
| Participation rate | 76.9% | 79.4%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 17.71% | 26.04%-8.3pp | 25.75%-8.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $537 | $4,207-87.2% | $3,722-85.6% | $4,837-88.9% |
| Participant deferral / active EE | $5,851 | $5,255+11.3% | $4,653+25.8% | $6,341-7.7% |
| Admin fee / account holder | $198 | $7,970-97.5% | $6,752-97.1% | $12,309-98.4% |