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 9-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 | $110,810 | $100,773+10.0% | $88,946+24.6% | $142,382-22.2% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 17.92% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $20 | $2,918-99.3% | $2,555-99.2% | $4,299-99.5% |
| Participant deferral / active EE | $7,525 | $5,230+43.9% | $4,581+64.3% | $6,507+15.6% |
| Admin fee / account holder | $96 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |