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 | $86,989 | $198,466-56.2% | $170,442-49.0% | $147,584-41.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.84% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $952 | $6,184-84.6% | $5,433-82.5% | $4,876-80.5% |
| Participant deferral / active EE | $6,172 | $5,629+9.6% | $4,939+24.9% | $5,439+13.5% |
| Admin fee / account holder | $132 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |