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 | $112,448 | $110,257+2.0% | $96,544+16.5% | $139,434-19.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 15.11% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $799 | $3,620-77.9% | $2,965-73.1% | $4,751-83.2% |
| Participant deferral / active EE | $4,379 | $5,548-21.1% | $4,851-9.7% | $6,710-34.7% |
| Admin fee / account holder | $236 | $11,591-98.0% | $8,252-97.1% | $11,403-97.9% |