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 9-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 | $160,302 | $198,466-19.2% | $170,442-5.9% | $147,584+8.6% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 14.79% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $704 | $6,184-88.6% | $5,433-87.0% | $4,876-85.6% |
| Participant deferral / active EE | $4,517 | $5,629-19.8% | $4,939-8.6% | $5,439-17.0% |
| Admin fee / account holder | $210 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |