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 | $209,336-41.8% | $197,124-38.2% | $137,256-11.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 29.46% | 48.09%-18.6pp | 44.34%-14.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $1,129 | $6,591-82.9% | $6,227-81.9% | $4,156-72.8% |
| Participant deferral / active EE | $6,357 | $9,614-33.9% | $9,135-30.4% | $6,407-0.8% |
| Admin fee / account holder | $238 | $17,308-98.6% | $16,298-98.5% | $12,270-98.1% |