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 | $101,498 | $104,251-2.6% | $91,001+11.5% | $147,584-31.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.62% | 27.06%-8.4pp | 4.60%+14.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $367 | $3,116-88.2% | $2,456-85.1% | $4,876-92.5% |
| Participant deferral / active EE | $3,861 | $4,195-8.0% | $3,547+8.8% | $5,439-29.0% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,885-99.8% |