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 6-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 | $208,107 | $183,519+13.4% | $155,509+33.8% | $145,922+42.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 25.73% | 61.17%-35.4pp | 64.67%-38.9pp | 561.29%-535.6pp |
| Employer contribution / active EE | $676 | $5,313-87.3% | $4,672-85.5% | $4,660-85.5% |
| Participant deferral / active EE | $11,516 | $6,462+78.2% | $5,626+104.7% | $6,688+72.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |