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 | $117,926 | $209,411-43.7% | $178,490-33.9% | $158,922-25.8% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.48% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $780 | $5,706-86.3% | $5,011-84.4% | $4,761-83.6% |
| Participant deferral / active EE | $3,703 | $5,954-37.8% | $5,202-28.8% | $5,982-38.1% |
| Admin fee / account holder | $92 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |