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 | $83,771 | $153,772-45.5% | $133,980-37.5% | $273,961-69.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.46% | 36.51%-32.1pp | 29.30%-24.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,264 | $6,029-79.0% | $5,211-75.7% | $4,869-74.0% |
| Participant deferral / active EE | $6,641 | $6,958-4.6% | $6,282+5.7% | $5,287+25.6% |
| Admin fee / account holder | $219 | $11,765-98.1% | $9,324-97.7% | $10,132-97.8% |