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 | $66,931 | $209,832-68.1% | $189,513-64.7% | $167,490-60.0% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 18.10% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,411 | $6,914-79.6% | $6,162-77.1% | $4,837-70.8% |
| Participant deferral / active EE | $8,710 | $8,935-2.5% | $8,221+5.9% | $6,341+37.3% |
| Admin fee / account holder | $17 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |