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 | $37,069 | $135,952-72.7% | $123,892-70.1% | $273,961-86.5% |
| Participation rate | 76.2% | 84.1%-7.9pp | 81.4%-5.2pp | 83.0%-6.8pp |
| Annual return | 12.88% | 56.63%-43.8pp | 47.52%-34.6pp | 41.45%-28.6pp |
| Employer contribution / active EE | $477 | $5,170-90.8% | $4,617-89.7% | $4,869-90.2% |
| Participant deferral / active EE | $2,617 | $6,343-58.7% | $5,984-56.3% | $5,287-50.5% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |