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 | $39,612 | $165,335-76.0% | $149,696-73.5% | $158,922-75.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 19.58% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $606 | $5,103-88.1% | $4,644-87.0% | $4,761-87.3% |
| Participant deferral / active EE | $7,475 | $7,181+4.1% | $6,842+9.2% | $5,982+24.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |