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 | $119,683 | $183,963-34.9% | $162,163-26.2% | $152,861-21.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 23.88% | 150.76%-126.9pp | 115.59%-91.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $676 | $6,371-89.4% | $5,614-88.0% | $4,762-85.8% |
| Participant deferral / active EE | $6,108 | $8,034-24.0% | $7,298-16.3% | $5,850+4.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |