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 | $181,741 | $124,281+46.2% | $109,143+66.5% | $167,490+8.5% |
| Participation rate | 76.2% | 79.4%-3.3pp | 75.9%+0.3pp | 82.1%-5.9pp |
| Annual return | 17.45% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,649 | $5,255+45.5% | $4,653+64.4% | $6,341+20.6% |
| Admin fee / account holder | $33 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |