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 | $217,089 | $176,056+23.3% | $159,436+36.2% | $167,490+29.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 26.73% | 331.75%-305.0pp | 263.57%-236.8pp | 478.56%-451.8pp |
| Employer contribution / active EE | $407 | $5,297-92.3% | $4,829-91.6% | $4,837-91.6% |
| Participant deferral / active EE | $6,907 | $7,750-10.9% | $7,352-6.1% | $6,341+8.9% |
| Admin fee / account holder | $44 | $12,554-99.7% | $10,799-99.6% | $12,309-99.6% |