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 | $46,783 | $181,894-74.3% | $156,549-70.1% | $273,961-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 20.76% | 30.74%-10.0pp | 32.23%-11.5pp | 41.45%-20.7pp |
| Employer contribution / active EE | $240 | $6,248-96.2% | $5,501-95.6% | $4,869-95.1% |
| Participant deferral / active EE | $8,512 | $5,550+53.4% | $4,871+74.7% | $5,287+61.0% |
| Admin fee / account holder | $31 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |