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 | $156,974 | $198,466-20.9% | $170,442-7.9% | $147,584+6.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.81% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $892 | $6,184-85.6% | $5,433-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $2,872 | $5,629-49.0% | $4,939-41.9% | $5,439-47.2% |
| Admin fee / account holder | $9 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |