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 | $72,843 | $157,256-53.7% | $141,162-48.4% | $152,861-52.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.19% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $420 | $5,261-92.0% | $4,735-91.1% | $4,762-91.2% |
| Participant deferral / active EE | $3,798 | $7,109-46.6% | $6,709-43.4% | $5,850-35.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |