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 | $209,336-49.5% | $197,124-46.3% | $137,256-22.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.89% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,134 | $6,591-82.8% | $6,227-81.8% | $4,156-72.7% |
| Participant deferral / active EE | $15,168 | $9,614+57.8% | $9,135+66.0% | $6,407+136.7% |
| Admin fee / account holder | $8 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |