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 | $91,609 | $111,754-18.0% | $103,333-11.3% | $145,922-37.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.91% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $475 | $4,212-88.7% | $3,868-87.7% | $4,660-89.8% |
| Participant deferral / active EE | $8,548 | $5,619+52.1% | $5,057+69.0% | $6,688+27.8% |
| Admin fee / account holder | $270 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |