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 | $35,021 | $90,503-61.3% | $78,689-55.5% | $273,961-87.2% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 9.50% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,831 | $3,901-27.4% | $3,517-19.5% | $5,287-46.4% |
| Admin fee / account holder | $185 | $5,263-96.5% | $4,510-95.9% | $10,132-98.2% |