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 | $54,080 | $81,446-33.6% | $103,374-47.7% | $80,874-33.1% |
| Participation rate | 70.0% | 66.9%+3.1pp | 74.5%-4.5pp | 67.6%+2.4pp |
| Annual return | 11.07% | 25.57%-14.5pp | 24.89%-13.8pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,928 | $3,870+1.5% | $5,058-22.3% | $4,297-8.6% |
| Admin fee / account holder | $8 | $6,715-99.9% | $8,394-99.9% | $6,935-99.9% |