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 9-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 | $156,889 | $115,770+35.5% | $101,248+55.0% | $158,922-1.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 37.60% | 56.14%-18.5pp | 46.47%-8.9pp | 302.83%-265.2pp |
| Employer contribution / active EE | $150 | $4,175-96.4% | $3,660-95.9% | $4,761-96.8% |
| Participant deferral / active EE | $7,156 | $4,957+44.4% | $4,370+63.8% | $5,982+19.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |