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 | $79,136 | $135,952-41.8% | $123,892-36.1% | $273,961-71.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $678 | $5,170-86.9% | $4,617-85.3% | $4,869-86.1% |
| Participant deferral / active EE | $5,433 | $6,343-14.3% | $5,984-9.2% | $5,287+2.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |