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 | $58,848 | $103,949-43.4% | $69,182-14.9% | $273,961-78.5% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 6.78% | 35.28%-28.5pp | -21.93%+28.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,316 | $2,716+22.1% | $1,897+74.8% | $5,287-37.3% |
| Admin fee / account holder | $162 | $3,671-95.6% | $2,697-94.0% | $10,132-98.4% |