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 | $21,654 | $51,708-58.1% | $106,619-79.7% | $62,891-65.6% |
| Participation rate | 75.9% | 66.9%+9.0pp | 78.0%-2.1pp | 69.3%+6.6pp |
| Annual return | 6.07% | 4.69%+1.4pp | 9.42%-3.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,654 | $2,315+14.6% | $3,930-32.5% | $3,203-17.1% |
| Admin fee / account holder | $18 | $3,349-99.5% | $6,418-99.7% | $4,296-99.6% |