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 | $246,592 | $214,378+15.0% | $200,582+22.9% | $142,382+73.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.77% | 46.41%-23.6pp | 42.33%-19.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $595 | $6,841-91.3% | $6,419-90.7% | $4,299-86.2% |
| Participant deferral / active EE | $11,500 | $9,865+16.6% | $9,331+23.2% | $6,507+76.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |