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 | $231,719 | $149,734+54.8% | $118,925+94.8% | $158,922+45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.82% | 19.95%-14.1pp | 35.88%-30.1pp | 302.83%-297.0pp |
| Employer contribution / active EE | $332 | $4,115-91.9% | $3,263-89.8% | $4,761-93.0% |
| Participant deferral / active EE | $11,738 | $5,223+124.7% | $4,265+175.2% | $5,982+96.2% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |