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 | $159,934-62.2% | $147,005-58.9% | $145,959-58.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.19% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $656 | $5,287-87.6% | $4,934-86.7% | $4,661-85.9% |
| Participant deferral / active EE | $6,883 | $8,427-18.3% | $8,070-14.7% | $6,689+2.9% |
| Admin fee / account holder | $261 | $15,053-98.3% | $13,006-98.0% | $13,398-98.0% |