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 | $136,444 | $162,781-16.2% | $133,956+1.9% | $158,922-14.1% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 10.11% | 41.94%-31.8pp | 45.09%-35.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $909 | $4,975-81.7% | $3,919-76.8% | $4,761-80.9% |
| Participant deferral / active EE | $7,196 | $5,911+21.7% | $5,048+42.6% | $5,982+20.3% |
| Admin fee / account holder | $112 | $11,736-99.0% | $8,927-98.8% | $11,246-99.0% |