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 | $55,813 | $91,037-38.7% | $71,671-22.1% | $147,584-62.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 13.52% | 20.48%-7.0pp | 20.65%-7.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $93 | $3,327-97.2% | $2,460-96.2% | $4,876-98.1% |
| Participant deferral / active EE | $2,327 | $4,498-48.3% | $3,438-32.3% | $5,439-57.2% |
| Admin fee / account holder | $144 | $8,613-98.3% | $5,558-97.4% | $10,885-98.7% |