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 | $70,135 | $198,466-64.7% | $170,442-58.9% | $147,584-52.5% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 15.79% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,048 | $6,184-83.1% | $5,433-80.7% | $4,876-78.5% |
| Participant deferral / active EE | $3,919 | $5,629-30.4% | $4,939-20.7% | $5,439-27.9% |
| Admin fee / account holder | $206 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |