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 | $127,394 | $144,119-11.6% | $117,854+8.1% | $147,584-13.7% |
| Participation rate | 70.6% | 83.4%-12.8pp | 79.7%-9.1pp | 82.8%-12.2pp |
| Annual return | 12.92% | 531.15%-518.2pp | 335.08%-322.2pp | 578.55%-565.6pp |
| Employer contribution / active EE | $754 | $4,896-84.6% | $3,786-80.1% | $4,876-84.5% |
| Participant deferral / active EE | $4,442 | $5,316-16.4% | $4,482-0.9% | $5,439-18.3% |
| Admin fee / account holder | $213 | $10,886-98.0% | $8,020-97.3% | $10,885-98.0% |