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 | $56,450 | $181,894-69.0% | $156,549-63.9% | $273,961-79.4% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 6.79% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $609 | $6,248-90.3% | $5,501-88.9% | $4,869-87.5% |
| Participant deferral / active EE | $4,917 | $5,550-11.4% | $4,871+0.9% | $5,287-7.0% |
| Admin fee / account holder | $285 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |