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 | $95,463 | $109,327-12.7% | $89,391+6.8% | $158,922-39.9% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 10.42% | 345.68%-335.3pp | 245.62%-235.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $233 | $3,170-92.6% | $2,586-91.0% | $4,761-95.1% |
| Participant deferral / active EE | $2,333 | $4,598-49.3% | $3,890-40.0% | $5,982-61.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |