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 | $99,499 | $138,385-28.1% | $184,200-46.0% | $80,874+23.0% |
| Participation rate | 77.0% | 83.9%-6.8pp | 86.8%-9.8pp | 67.6%+9.4pp |
| Annual return | 46.78% | 20.02%+26.8pp | 28.80%+18.0pp | 35.62%+11.2pp |
| Employer contribution / active EE | $404 | $4,849-91.7% | $6,424-93.7% | $2,756-85.3% |
| Participant deferral / active EE | $13,446 | $7,073+90.1% | $9,132+47.2% | $4,297+212.9% |
| Admin fee / account holder | $2 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |