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 | $54,250 | $153,772-64.7% | $133,980-59.5% | $273,961-80.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 10.31% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $982 | $6,029-83.7% | $5,211-81.1% | $4,869-79.8% |
| Participant deferral / active EE | $7,001 | $6,958+0.6% | $6,282+11.4% | $5,287+32.4% |
| Admin fee / account holder | $37 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |