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 | $180,869 | $197,591-8.5% | $177,821+1.7% | $158,922+13.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.93% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,360 | $6,697-79.7% | $5,918-77.0% | $4,761-71.4% |
| Participant deferral / active EE | $17,325 | $8,405+106.1% | $7,714+124.6% | $5,982+189.6% |
| Admin fee / account holder | $80 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |