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 | $147,508 | $98,240+50.2% | $82,313+79.2% | $147,584-0.1% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 20.19% | 30.85%-10.7pp | 25.88%-5.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $447 | $3,192-86.0% | $2,428-81.6% | $4,876-90.8% |
| Participant deferral / active EE | $2,622 | $4,383-40.2% | $3,706-29.2% | $5,439-51.8% |
| Admin fee / account holder | $31 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |