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 | $89,570 | $157,256-43.0% | $141,162-36.5% | $152,861-41.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 21.26% | 64.32%-43.1pp | 71.39%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $569 | $5,261-89.2% | $4,735-88.0% | $4,762-88.1% |
| Participant deferral / active EE | $5,638 | $7,109-20.7% | $6,709-16.0% | $5,850-3.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |