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 | $124,814 | $209,411-40.4% | $178,490-30.1% | $158,922-21.5% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 15.90% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,158 | $5,706-79.7% | $5,011-76.9% | $4,761-75.7% |
| Participant deferral / active EE | $4,225 | $5,954-29.0% | $5,202-18.8% | $5,982-29.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |