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 8-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 | $88,399 | $142,405-37.9% | $115,157-23.2% | $152,861-42.2% |
| Participation rate | 93.3% | 82.4%+11.0pp | 75.9%+17.4pp | 82.4%+10.9pp |
| Annual return | 22.27% | 41.48%-19.2pp | 35.60%-13.3pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,684 | $5,164+48.8% | $4,168+84.3% | $5,850+31.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |