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 | $231,012 | $162,781+41.9% | $133,956+72.5% | $158,922+45.4% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 12.81% | 41.94%-29.1pp | 45.09%-32.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $791 | $4,975-84.1% | $3,919-79.8% | $4,761-83.4% |
| Participant deferral / active EE | $5,008 | $5,911-15.3% | $5,048-0.8% | $5,982-16.3% |
| Admin fee / account holder | $13 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |