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 | $32,460 | $91,552-64.5% | $133,956-75.8% | $79,858-59.4% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 17.35% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,046 | $3,733-18.4% | $5,048-39.7% | $3,740-18.6% |
| Admin fee / account holder | $249 | $6,321-96.1% | $8,927-97.2% | $5,306-95.3% |