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 | $213,235 | $85,022+150.8% | $70,515+202.4% | $139,434+52.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 28.55% | 30.38%-1.8pp | 32.77%-4.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,349 | $5,890-43.1% | $4,567-26.7% | $6,710-50.1% |
| Admin fee / account holder | $13 | $8,906-99.9% | $6,412-99.8% | $11,403-99.9% |