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 | $148,936 | $142,405+4.6% | $115,157+29.3% | $152,861-2.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.55% | 41.48%-19.9pp | 35.60%-14.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $795 | $4,010-80.2% | $3,179-75.0% | $4,762-83.3% |
| Participant deferral / active EE | $2,645 | $5,164-48.8% | $4,168-36.5% | $5,850-54.8% |
| Admin fee / account holder | $18 | $8,462-99.8% | $7,088-99.8% | $11,596-99.8% |