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 | $91,827 | $176,056-47.8% | $159,436-42.4% | $167,490-45.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.93% | 331.75%-311.8pp | 263.57%-243.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $839 | $5,297-84.2% | $4,829-82.6% | $4,837-82.7% |
| Participant deferral / active EE | $10,766 | $7,750+38.9% | $7,352+46.4% | $6,341+69.8% |
| Admin fee / account holder | $106 | $12,554-99.2% | $10,799-99.0% | $12,309-99.1% |