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 | $184,473 | $124,319+48.4% | $111,297+65.7% | $167,490+10.1% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 33.68% | 37.44%-3.8pp | 54.65%-21.0pp | 478.56%-444.9pp |
| Employer contribution / active EE | $426 | $3,435-87.6% | $2,731-84.4% | $4,837-91.2% |
| Participant deferral / active EE | $2,157 | $5,180-58.4% | $4,487-51.9% | $6,341-66.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |