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 | $150,934 | $177,572-15.0% | $154,803-2.5% | $142,382+6.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 16.53% | 65.07%-48.5pp | 58.88%-42.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $771 | $4,810-84.0% | $4,305-82.1% | $4,299-82.1% |
| Participant deferral / active EE | $7,848 | $6,272+25.1% | $5,540+41.6% | $6,507+20.6% |
| Admin fee / account holder | $13 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |