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 | $46,333 | $144,119-67.9% | $117,854-60.7% | $147,584-68.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 12.48% | 531.15%-518.7pp | 335.08%-322.6pp | 578.55%-566.1pp |
| Employer contribution / active EE | $626 | $4,896-87.2% | $3,786-83.5% | $4,876-87.2% |
| Participant deferral / active EE | $5,770 | $5,316+8.5% | $4,482+28.7% | $5,439+6.1% |
| Admin fee / account holder | $172 | $10,886-98.4% | $8,020-97.9% | $10,885-98.4% |