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 | $32,767 | $72,492-54.8% | $87,100-62.4% | $72,985-55.1% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.2pp |
| Annual return | 29.05% | 24.46%+4.6pp | 28.19%+0.9pp | 81.00%-52.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,715 | $3,270+13.6% | $4,049-8.2% | $3,607+3.0% |
| Admin fee / account holder | $90 | $5,055-98.2% | $7,497-98.8% | $5,124-98.2% |