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 | $126,326 | $114,381+10.4% | $107,525+17.5% | $142,382-11.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.78% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $418 | $4,015-89.6% | $3,754-88.9% | $4,299-90.3% |
| Participant deferral / active EE | $9,857 | $5,564+77.1% | $5,116+92.7% | $6,507+51.5% |
| Admin fee / account holder | $100 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |