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 | $58,176 | $180,449-67.8% | $154,107-62.2% | $135,375-57.0% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -6.88% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,152 | $6,035-80.9% | $5,298-78.3% | $4,779-75.9% |
| Participant deferral / active EE | $3,694 | $5,806-36.4% | $5,081-27.3% | $5,609-34.1% |
| Admin fee / account holder | $250 | $16,143-98.5% | $13,411-98.1% | $10,827-97.7% |