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 | $112,928 | $197,591-42.8% | $177,821-36.5% | $158,922-28.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 17.03% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,411 | $6,697-78.9% | $5,918-76.2% | $4,761-70.4% |
| Participant deferral / active EE | $7,636 | $8,405-9.2% | $7,714-1.0% | $5,982+27.6% |
| Admin fee / account holder | $116 | $15,399-99.2% | $12,427-99.1% | $11,246-99.0% |