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 | $81,653 | $202,432-59.7% | $169,368-51.8% | $139,434-41.4% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.1%+9.5pp | 80.3%+6.3pp |
| Annual return | 21.45% | 531.74%-510.3pp | 405.60%-384.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $23 | $4,692-99.5% | $4,013-99.4% | $4,751-99.5% |
| Participant deferral / active EE | $5,232 | $6,938-24.6% | $6,221-15.9% | $6,710-22.0% |
| Admin fee / account holder | $282 | $10,708-97.4% | $9,003-96.9% | $11,403-97.5% |