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 | $93,831 | $176,056-46.7% | $159,436-41.1% | $167,490-44.0% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 21.12% | 331.75%-310.6pp | 263.57%-242.4pp | 478.56%-457.4pp |
| Employer contribution / active EE | $131 | $5,297-97.5% | $4,829-97.3% | $4,837-97.3% |
| Participant deferral / active EE | $4,877 | $7,750-37.1% | $7,352-33.7% | $6,341-23.1% |
| Admin fee / account holder | $275 | $12,554-97.8% | $10,799-97.5% | $12,309-97.8% |