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 | $177,075 | $104,907+68.8% | $84,611+109.3% | $152,861+15.8% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 30.04% | 373.79%-343.8pp | 258.74%-228.7pp | 345.32%-315.3pp |
| Employer contribution / active EE | $245 | $3,302-92.6% | $2,652-90.7% | $4,762-94.8% |
| Participant deferral / active EE | $4,885 | $4,688+4.2% | $3,899+25.3% | $5,850-16.5% |
| Admin fee / account holder | $279 | $6,241-95.5% | $4,912-94.3% | $11,596-97.6% |