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 | $96,919 | $163,687-40.8% | $108,745-10.9% | $273,961-64.6% |
| Participation rate | 70.6% | 82.3%-11.7pp | 77.7%-7.1pp | 83.0%-12.4pp |
| Annual return | 7.39% | 31.16%-23.8pp | 46.22%-38.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $330 | $4,711-93.0% | $3,323-90.1% | $4,869-93.2% |
| Participant deferral / active EE | $7,034 | $7,155-1.7% | $5,121+37.3% | $5,287+33.0% |
| Admin fee / account holder | $154 | $12,890-98.8% | $6,144-97.5% | $10,132-98.5% |