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 | $50,429 | $138,065-63.5% | $123,544-59.2% | $135,375-62.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.71% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $643 | $5,151-87.5% | $4,628-86.1% | $4,779-86.5% |
| Participant deferral / active EE | $3,196 | $6,799-53.0% | $6,426-50.3% | $5,609-43.0% |
| Admin fee / account holder | $191 | $10,916-98.3% | $9,284-97.9% | $10,827-98.2% |