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 | $191,568 | $176,812+8.3% | $146,665+30.6% | $167,490+14.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.53% | 24.03%-7.5pp | 22.74%-6.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $559 | $5,160-89.2% | $4,136-86.5% | $4,837-88.4% |
| Participant deferral / active EE | $5,038 | $6,440-21.8% | $5,506-8.5% | $6,341-20.6% |
| Admin fee / account holder | $157 | $13,259-98.8% | $10,280-98.5% | $12,309-98.7% |