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 | $64,799 | $197,591-67.2% | $177,821-63.6% | $158,922-59.2% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 19.34% | 58.76%-39.4pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,260 | $6,697-81.2% | $5,918-78.7% | $4,761-73.5% |
| Participant deferral / active EE | $8,828 | $8,405+5.0% | $7,714+14.4% | $5,982+47.6% |
| Admin fee / account holder | $219 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |