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 | $41,533 | $217,402-80.9% | $185,823-77.6% | $167,490-75.2% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 21.11% | 148.36%-127.3pp | 122.05%-100.9pp | 478.56%-457.5pp |
| Employer contribution / active EE | $1,023 | $5,873-82.6% | $5,167-80.2% | $4,837-78.9% |
| Participant deferral / active EE | $3,605 | $6,356-43.3% | $5,568-35.3% | $6,341-43.2% |
| Admin fee / account holder | $88 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |