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 | $149,946 | $103,376+45.0% | $87,100+72.2% | $152,861-1.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 30.78% | 28.10%+2.7pp | 28.19%+2.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $598 | $3,220-81.4% | $2,521-76.3% | $4,762-87.5% |
| Participant deferral / active EE | $11,264 | $4,778+135.7% | $4,049+178.2% | $5,850+92.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |