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 | $121,917 | $214,378-43.1% | $200,582-39.2% | $142,382-14.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 29.46% | 46.41%-16.9pp | 42.33%-12.9pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,129 | $6,841-83.5% | $6,419-82.4% | $4,299-73.7% |
| Participant deferral / active EE | $6,357 | $9,865-35.6% | $9,331-31.9% | $6,507-2.3% |
| Admin fee / account holder | $238 | $17,692-98.7% | $16,305-98.5% | $12,624-98.1% |