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 | $49,078 | $152,587-67.8% | $125,175-60.8% | $152,861-67.9% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 24.06% | 54.84%-30.8pp | 43.79%-19.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $874 | $4,946-82.3% | $3,865-77.4% | $4,762-81.7% |
| Participant deferral / active EE | $4,913 | $5,868-16.3% | $4,937-0.5% | $5,850-16.0% |
| Admin fee / account holder | $290 | $13,434-97.8% | $9,702-97.0% | $11,596-97.5% |