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 | $111,145 | $157,256-29.3% | $141,162-21.3% | $152,861-27.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.58% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,567 | $7,109-63.9% | $6,709-61.7% | $5,850-56.1% |
| Admin fee / account holder | $227 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |