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 | $67,623 | $154,228-56.2% | $145,433-53.5% | $137,256-50.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.21% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $691 | $4,804-85.6% | $4,554-84.8% | $4,156-83.4% |
| Participant deferral / active EE | $2,998 | $8,216-63.5% | $7,897-62.0% | $6,407-53.2% |
| Admin fee / account holder | $294 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |