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 | $96,399 | $112,096-14.0% | $95,952+0.5% | $158,922-39.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.24% | 171.09%-151.9pp | 91.61%-72.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $462 | $3,198-85.5% | $2,541-81.8% | $4,761-90.3% |
| Participant deferral / active EE | $1,849 | $4,784-61.3% | $4,167-55.6% | $5,982-69.1% |
| Admin fee / account holder | $12 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |