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 | $99,608 | $106,890-6.8% | $84,015+18.6% | $152,861-34.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 22.65% | 104.99%-82.3pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $327 | $2,734-88.0% | $1,983-83.5% | $4,762-93.1% |
| Participant deferral / active EE | $6,082 | $4,011+51.6% | $3,239+87.8% | $5,850+4.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |