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 | $111,255 | $179,726-38.1% | $156,263-28.8% | $142,382-21.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.75% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $581 | $5,069-88.5% | $4,333-86.6% | $4,299-86.5% |
| Participant deferral / active EE | $3,396 | $6,956-51.2% | $6,158-44.9% | $6,507-47.8% |
| Admin fee / account holder | $10 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |