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 | $149,449 | $181,894-17.8% | $156,549-4.5% | $273,961-45.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.96% | 30.74%-26.8pp | 32.23%-28.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $799 | $6,248-87.2% | $5,501-85.5% | $4,869-83.6% |
| Participant deferral / active EE | $5,390 | $5,550-2.9% | $4,871+10.6% | $5,287+1.9% |
| Admin fee / account holder | $13 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |