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 | $56,604 | $104,907-46.0% | $84,611-33.1% | $152,861-63.0% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 28.34% | 373.79%-345.4pp | 258.74%-230.4pp | 345.32%-317.0pp |
| Employer contribution / active EE | $256 | $3,302-92.2% | $2,652-90.3% | $4,762-94.6% |
| Participant deferral / active EE | $3,900 | $4,688-16.8% | $3,8990% | $5,850-33.3% |
| Admin fee / account holder | $218 | $6,241-96.5% | $4,912-95.6% | $11,596-98.1% |