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 | $97,820 | $198,466-50.7% | $170,442-42.6% | $147,584-33.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.64% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $446 | $6,184-92.8% | $5,433-91.8% | $4,876-90.9% |
| Participant deferral / active EE | $2,166 | $5,629-61.5% | $4,939-56.2% | $5,439-60.2% |
| Admin fee / account holder | $38 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |