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 | $153,914 | $62,672+145.6% | $185,117-16.9% | $70,131+119.5% |
| Participation rate | 70.0% | 63.8%+6.2pp | 77.3%-7.3pp | 69.5%+0.5pp |
| Annual return | 17.83% | 40.79%-23.0pp | 40.50%-22.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,256 | $3,272+152.3% | $5,045+63.6% | $3,332+147.8% |
| Admin fee / account holder | $146 | $3,932-96.3% | $8,159-98.2% | $4,645-96.9% |