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 | $85,210 | $162,781-47.7% | $133,956-36.4% | $158,922-46.4% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 41.48% | 41.94%-0.5pp | 45.09%-3.6pp | 302.83%-261.3pp |
| Employer contribution / active EE | $857 | $4,975-82.8% | $3,919-78.1% | $4,761-82.0% |
| Participant deferral / active EE | $5,228 | $5,911-11.6% | $5,048+3.6% | $5,982-12.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |