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 | $60,487 | $159,901-62.2% | $146,958-58.8% | $145,922-58.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 12.19% | 98.13%-85.9pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $656 | $5,286-87.6% | $4,933-86.7% | $4,660-85.9% |
| Participant deferral / active EE | $6,883 | $8,428-18.3% | $8,070-14.7% | $6,688+2.9% |
| Admin fee / account holder | $261 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |