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 | $167,874 | $152,587+10.0% | $125,175+34.1% | $152,861+9.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.43% | 54.84%-34.4pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $857 | $4,946-82.7% | $3,865-77.8% | $4,762-82.0% |
| Participant deferral / active EE | $2,771 | $5,868-52.8% | $4,937-43.9% | $5,850-52.6% |
| Admin fee / account holder | $48 | $13,434-99.6% | $9,702-99.5% | $11,596-99.6% |