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 | $191,467 | $162,781+17.6% | $133,956+42.9% | $158,922+20.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.11% | 41.94%-26.8pp | 45.09%-30.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $566 | $4,975-88.6% | $3,919-85.6% | $4,761-88.1% |
| Participant deferral / active EE | $9,550 | $5,911+61.6% | $5,048+89.2% | $5,982+59.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |