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 | $109,878 | $183,519-40.1% | $155,509-29.3% | $145,922-24.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.44% | 61.17%-19.7pp | 64.67%-23.2pp | 561.29%-519.8pp |
| Employer contribution / active EE | $962 | $5,313-81.9% | $4,672-79.4% | $4,660-79.4% |
| Participant deferral / active EE | $4,976 | $6,462-23.0% | $5,626-11.5% | $6,688-25.6% |
| Admin fee / account holder | $83 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |