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 | $194,254 | $201,272-3.5% | $184,203+5.5% | $145,922+33.1% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 11.63% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,357 | $7,022-80.7% | $6,427-78.9% | $4,660-70.9% |
| Participant deferral / active EE | $7,755 | $9,806-20.9% | $9,131-15.1% | $6,688+16.0% |
| Admin fee / account holder | $101 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |