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 | $145,633 | $183,963-20.8% | $162,163-10.2% | $152,861-4.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 19.56% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $954 | $6,371-85.0% | $5,614-83.0% | $4,762-80.0% |
| Participant deferral / active EE | $3,106 | $8,034-61.3% | $7,298-57.4% | $5,850-46.9% |
| Admin fee / account holder | $285 | $13,121-97.8% | $10,843-97.4% | $11,596-97.5% |