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 | $181,416 | $147,167+23.3% | $111,392+62.9% | $135,375+34.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -2.45% | -4.44%+2.0pp | -2.06%-0.4pp | 519.73%-522.2pp |
| Employer contribution / active EE | $981 | $5,204-81.1% | $4,328-77.3% | $4,779-79.5% |
| Participant deferral / active EE | $23,980 | $6,565+265.3% | $5,567+330.7% | $5,609+327.5% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |