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 | $96,126 | $93,071+3.3% | $74,583+28.9% | $273,961-64.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 4.02% | 26.18%-22.2pp | 20.47%-16.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,452 | $4,160+7.0% | $3,458+28.7% | $5,287-15.8% |
| Admin fee / account holder | $14 | $5,272-99.7% | $4,138-99.7% | $10,132-99.9% |