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 | $130,425 | $105,931+23.1% | $81,930+59.2% | $158,922-17.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 14.27% | 38.17%-23.9pp | 29.49%-15.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $6 | $7,800-99.9% | $4,310-99.9% | $4,761-99.9% |
| Participant deferral / active EE | $3,006 | $13,003-76.9% | $7,107-57.7% | $5,982-49.8% |
| Admin fee / account holder | $256 | $8,489-97.0% | $5,158-95.0% | $11,246-97.7% |