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 | $55,352 | $209,411-73.6% | $178,490-69.0% | $158,922-65.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 9.26% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $788 | $5,706-86.2% | $5,011-84.3% | $4,761-83.5% |
| Participant deferral / active EE | $2,874 | $5,954-51.7% | $5,202-44.7% | $5,982-51.9% |
| Admin fee / account holder | $168 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |