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 | $122,983 | $112,881+8.9% | $90,951+35.2% | $158,922-22.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 16.13% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $309 | $2,893-89.3% | $2,122-85.5% | $4,761-93.5% |
| Participant deferral / active EE | $5,175 | $4,128+25.4% | $3,373+53.4% | $5,982-13.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |