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 | $143,854 | $144,119-0.2% | $117,854+22.1% | $147,584-2.5% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 16.47% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $473 | $4,896-90.3% | $3,786-87.5% | $4,876-90.3% |
| Participant deferral / active EE | $3,716 | $5,316-30.1% | $4,482-17.1% | $5,439-31.7% |
| Admin fee / account holder | $165 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |