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 | $32,451 | $135,635-76.1% | $110,238-70.6% | $135,375-76.0% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | 1.14% | 513.19%-512.0pp | 314.74%-313.6pp | 519.73%-518.6pp |
| Employer contribution / active EE | $658 | $4,906-86.6% | $3,826-82.8% | $4,779-86.2% |
| Participant deferral / active EE | $2,176 | $5,506-60.5% | $4,672-53.4% | $5,609-61.2% |
| Admin fee / account holder | $13 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |