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 | $98,341 | $135,635-27.5% | $110,238-10.8% | $135,375-27.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.42% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $926 | $4,906-81.1% | $3,826-75.8% | $4,779-80.6% |
| Participant deferral / active EE | $4,011 | $5,506-27.2% | $4,672-14.1% | $5,609-28.5% |
| Admin fee / account holder | $208 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |