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 | $110,459 | $116,175-4.9% | $93,606+18.0% | $152,861-27.7% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 15.90% | 35.96%-20.1pp | 32.76%-16.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $131 | $3,218-95.9% | $2,718-95.2% | $4,762-97.2% |
| Participant deferral / active EE | $2,426 | $4,603-47.3% | $4,069-40.4% | $5,850-58.5% |
| Admin fee / account holder | $260 | $10,748-97.6% | $7,888-96.7% | $11,596-97.8% |