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 | $43,767 | $157,256-72.2% | $141,162-69.0% | $152,861-71.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 28.52% | 64.32%-35.8pp | 71.39%-42.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $632 | $5,261-88.0% | $4,735-86.6% | $4,762-86.7% |
| Participant deferral / active EE | $2,744 | $7,109-61.4% | $6,709-59.1% | $5,850-53.1% |
| Admin fee / account holder | $216 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |