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 | $63,805 | $198,466-67.9% | $170,442-62.6% | $147,584-56.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 13.11% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,280 | $6,184-79.3% | $5,433-76.4% | $4,876-73.8% |
| Participant deferral / active EE | $4,286 | $5,629-23.9% | $4,939-13.2% | $5,439-21.2% |
| Admin fee / account holder | $137 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |