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 | $146,916 | $163,687-10.2% | $108,745+35.1% | $273,961-46.4% |
| Participation rate | 71.4% | 82.3%-10.9pp | 77.7%-6.2pp | 83.0%-11.6pp |
| Annual return | 7.98% | 31.16%-23.2pp | 46.22%-38.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $407 | $4,711-91.4% | $3,323-87.7% | $4,869-91.6% |
| Participant deferral / active EE | $8,041 | $7,155+12.4% | $5,121+57.0% | $5,287+52.1% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |