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 9-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 | $179,363 | $217,402-17.5% | $185,823-3.5% | $167,490+7.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.43% | 148.36%-115.9pp | 122.05%-89.6pp | 478.56%-446.1pp |
| Employer contribution / active EE | $1,037 | $5,873-82.4% | $5,167-79.9% | $4,837-78.6% |
| Participant deferral / active EE | $6,699 | $6,356+5.4% | $5,568+20.3% | $6,341+5.6% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |