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 | $37,360 | $152,460-75.5% | $118,746-68.5% | $147,584-74.7% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.3%+11.7pp | 82.8%+7.2pp |
| Annual return | 23.44% | 17.41%+6.0pp | 24.54%-1.1pp | 578.55%-555.1pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,904 | $6,212-53.3% | $5,332-45.5% | $5,439-46.6% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |