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 | $69,508 | $198,466-65.0% | $170,442-59.2% | $147,584-52.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.44% | 257.29%-237.9pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,029 | $6,184-83.4% | $5,433-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $4,412 | $5,629-21.6% | $4,939-10.7% | $5,439-18.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |