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 | $109,719 | $154,228-28.9% | $145,433-24.6% | $137,256-20.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 13.32% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $621 | $4,804-87.1% | $4,554-86.4% | $4,156-85.1% |
| Participant deferral / active EE | $3,994 | $8,216-51.4% | $7,897-49.4% | $6,407-37.7% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |