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 | $100,413 | $202,318-50.4% | $172,739-41.9% | $152,861-34.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 28.56% | 1029.65%-1001.1pp | 802.84%-774.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,047 | $5,856-82.1% | $5,143-79.7% | $4,762-78.0% |
| Participant deferral / active EE | $9,321 | $5,948+56.7% | $5,198+79.3% | $5,850+59.3% |
| Admin fee / account holder | $239 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |