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 | $126,557 | $179,726-29.6% | $156,263-19.0% | $142,382-11.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.41% | 77.86%-60.4pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $677 | $5,069-86.6% | $4,333-84.4% | $4,299-84.3% |
| Participant deferral / active EE | $5,289 | $6,956-24.0% | $6,158-14.1% | $6,507-18.7% |
| Admin fee / account holder | $66 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |