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 | $207,041 | $201,272+2.9% | $184,203+12.4% | $145,922+41.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.55% | 29.00%-14.4pp | 28.81%-14.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,020 | $7,022-85.5% | $6,427-84.1% | $4,660-78.1% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,131+67.0% | $6,688+128.0% |
| Admin fee / account holder | $60 | $16,364-99.6% | $13,901-99.6% | $13,397-99.6% |