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 | $164,923 | $152,587+8.1% | $125,175+31.8% | $152,861+7.9% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 21.97% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $250 | $4,946-94.9% | $3,865-93.5% | $4,762-94.7% |
| Participant deferral / active EE | $3,615 | $5,868-38.4% | $4,937-26.8% | $5,850-38.2% |
| Admin fee / account holder | $30 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |