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 | $167,456 | $217,402-23.0% | $185,823-9.9% | $167,4900% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.22% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,134 | $5,873-80.7% | $5,167-78.0% | $4,837-76.5% |
| Participant deferral / active EE | $4,291 | $6,356-32.5% | $5,568-22.9% | $6,341-32.3% |
| Admin fee / account holder | $153 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |