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 | $94,993 | $148,534-36.0% | $135,903-30.1% | $139,434-31.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.59% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $851 | $5,243-83.8% | $4,856-82.5% | $4,751-82.1% |
| Participant deferral / active EE | $7,271 | $8,100-10.2% | $7,758-6.3% | $6,710+8.4% |
| Admin fee / account holder | $268 | $12,400-97.8% | $10,762-97.5% | $11,403-97.7% |