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 | $170,450 | $115,770+47.2% | $101,248+68.3% | $158,922+7.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.94% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $288 | $4,175-93.1% | $3,660-92.1% | $4,761-94.0% |
| Participant deferral / active EE | $6,636 | $4,957+33.9% | $4,370+51.9% | $5,982+10.9% |
| Admin fee / account holder | $150 | $7,245-97.9% | $5,945-97.5% | $11,246-98.7% |