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 | $42,511 | $152,460-72.1% | $118,746-64.2% | $147,584-71.2% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.3%+9.2pp | 82.8%+4.7pp |
| Annual return | 21.15% | 17.41%+3.7pp | 24.54%-3.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $220 | $5,046-95.6% | $4,193-94.8% | $4,876-95.5% |
| Participant deferral / active EE | $2,198 | $6,212-64.6% | $5,332-58.8% | $5,439-59.6% |
| Admin fee / account holder | $1 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |