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 | $100,842 | $180,449-44.1% | $154,107-34.6% | $135,375-25.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -4.64% | 888.09%-892.7pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $922 | $6,035-84.7% | $5,298-82.6% | $4,779-80.7% |
| Participant deferral / active EE | $3,785 | $5,806-34.8% | $5,081-25.5% | $5,609-32.5% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |