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 | $96,615 | $115,770-16.5% | $101,248-4.6% | $158,922-39.2% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 20.83% | 56.14%-35.3pp | 46.47%-25.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $438 | $4,175-89.5% | $3,660-88.0% | $4,761-90.8% |
| Participant deferral / active EE | $3,659 | $4,957-26.2% | $4,370-16.3% | $5,982-38.8% |
| Admin fee / account holder | $109 | $7,245-98.5% | $5,945-98.2% | $11,246-99.0% |