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 | $244,668 | $209,411+16.8% | $178,490+37.1% | $158,922+54.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 33.17% | 188.75%-155.6pp | 151.07%-117.9pp | 302.83%-269.7pp |
| Employer contribution / active EE | $1,112 | $5,706-80.5% | $5,011-77.8% | $4,761-76.6% |
| Participant deferral / active EE | $4,015 | $5,954-32.6% | $5,202-22.8% | $5,982-32.9% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |