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 | $74,196 | $112,096-33.8% | $95,952-22.7% | $158,922-53.3% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 15.94% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $359 | $3,198-88.8% | $2,541-85.9% | $4,761-92.5% |
| Participant deferral / active EE | $3,837 | $4,784-19.8% | $4,167-7.9% | $5,982-35.9% |
| Admin fee / account holder | $28 | $10,130-99.7% | $6,795-99.6% | $11,246-99.7% |