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 | $222,819 | $152,587+46.0% | $125,175+78.0% | $152,861+45.8% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 25.08% | 54.84%-29.8pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $306 | $4,946-93.8% | $3,865-92.1% | $4,762-93.6% |
| Participant deferral / active EE | $6,126 | $5,868+4.4% | $4,937+24.1% | $5,850+4.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |