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 | $65,195 | $198,466-67.2% | $170,442-61.7% | $147,584-55.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 21.83% | 257.29%-235.5pp | 205.93%-184.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $881 | $6,184-85.8% | $5,433-83.8% | $4,876-81.9% |
| Participant deferral / active EE | $3,853 | $5,629-31.6% | $4,939-22.0% | $5,439-29.2% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |