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 | $105,803 | $214,378-50.6% | $200,582-47.3% | $142,382-25.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.89% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,134 | $6,841-83.4% | $6,419-82.3% | $4,299-73.6% |
| Participant deferral / active EE | $15,168 | $9,865+53.8% | $9,331+62.5% | $6,507+133.1% |
| Admin fee / account holder | $8 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |