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 | $166,374 | $228,332-27.1% | $185,823-10.5% | $158,922+4.7% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 14.40% | 40.80%-26.4pp | 35.95%-21.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $370 | $4,967-92.6% | $4,087-91.0% | $4,761-92.2% |
| Participant deferral / active EE | $2,763 | $6,415-56.9% | $5,632-50.9% | $5,982-53.8% |
| Admin fee / account holder | $220 | $11,864-98.1% | $9,500-97.7% | $11,246-98.0% |