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 | $195,154 | $198,466-1.7% | $170,442+14.5% | $147,584+32.2% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 18.58% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,106 | $6,184-82.1% | $5,433-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $4,391 | $5,629-22.0% | $4,939-11.1% | $5,439-19.3% |
| Admin fee / account holder | $97 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |