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 5-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 | $222,595 | $176,056+26.4% | $159,436+39.6% | $167,490+32.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.38% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $200 | $5,297-96.2% | $4,829-95.9% | $4,837-95.9% |
| Participant deferral / active EE | $13,233 | $7,750+70.8% | $7,352+80.0% | $6,341+108.7% |
| Admin fee / account holder | $218 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |