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 | $80,004 | $197,591-59.5% | $177,821-55.0% | $158,922-49.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 48.13% | 58.76%-10.6pp | 48.32%-0.2pp | 302.83%-254.7pp |
| Employer contribution / active EE | $1,157 | $6,697-82.7% | $5,918-80.4% | $4,761-75.7% |
| Participant deferral / active EE | $6,247 | $8,405-25.7% | $7,714-19.0% | $5,982+4.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |