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 | $104,733 | $175,202-40.2% | $149,673-30.0% | $139,434-24.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.20% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $17 | $5,474-99.7% | $4,818-99.6% | $4,751-99.6% |
| Participant deferral / active EE | $5,744 | $6,519-11.9% | $5,680+1.1% | $6,710-14.4% |
| Admin fee / account holder | $45 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |