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 6-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 | $59,845 | $215,361-72.2% | $171,082-65.0% | $273,961-78.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 6.29% | 25.14%-18.9pp | 32.56%-26.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $289 | $4,967-94.2% | $4,002-92.8% | $4,869-94.1% |
| Participant deferral / active EE | $2,606 | $5,543-53.0% | $4,797-45.7% | $5,287-50.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |