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 | $142,185 | $105,998+34.1% | $92,233+54.2% | $147,584-3.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.06% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $682 | $4,333-84.3% | $3,679-81.5% | $4,876-86.0% |
| Participant deferral / active EE | $4,709 | $4,478+5.2% | $3,897+20.8% | $5,439-13.4% |
| Admin fee / account holder | $270 | $6,332-95.7% | $5,194-94.8% | $10,885-97.5% |