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 | $110,583 | $152,587-27.5% | $125,175-11.7% | $152,861-27.7% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 16.38% | 54.84%-38.5pp | 43.79%-27.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,276 | $5,868-44.2% | $4,937-33.6% | $5,850-44.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |