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 | $120,083 | $185,822-35.4% | $169,993-29.4% | $139,434-13.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.68% | 60.50%-35.8pp | 53.37%-28.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $904 | $7,590-88.1% | $6,785-86.7% | $4,751-81.0% |
| Participant deferral / active EE | $5,275 | $11,622-54.6% | $10,408-49.3% | $6,710-21.4% |
| Admin fee / account holder | $99 | $15,381-99.4% | $12,815-99.2% | $11,403-99.1% |