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 | $166,251 | $138,065+20.4% | $123,544+34.6% | $135,375+22.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $581 | $5,151-88.7% | $4,628-87.4% | $4,779-87.8% |
| Participant deferral / active EE | $3,508 | $6,799-48.4% | $6,426-45.4% | $5,609-37.5% |
| Admin fee / account holder | $1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |