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 | $42,318 | $63,355-33.2% | $91,989-54.0% | $72,985-42.0% |
| Participation rate | 96.2% | 72.5%+23.6pp | 78.6%+17.5pp | 69.5%+26.7pp |
| Annual return | 35.89% | 35.35%+0.5pp | 69.02%-33.1pp | 81.00%-45.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,992 | $4,883-38.7% | $5,923-49.5% | $3,607-17.1% |
| Admin fee / account holder | $299 | $4,668-93.6% | $7,743-96.1% | $5,124-94.2% |