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 | $120,939 | $154,228-21.6% | $145,433-16.8% | $137,256-11.9% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 12.94% | 74.59%-61.7pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $461 | $4,804-90.4% | $4,554-89.9% | $4,156-88.9% |
| Participant deferral / active EE | $2,906 | $8,216-64.6% | $7,897-63.2% | $6,407-54.6% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |