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 | $78,781 | $176,056-55.3% | $159,436-50.6% | $167,490-53.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.29% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $345 | $5,297-93.5% | $4,829-92.9% | $4,837-92.9% |
| Participant deferral / active EE | $6,290 | $7,750-18.8% | $7,352-14.4% | $6,341-0.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |