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 | $133,395 | $181,894-26.7% | $156,549-14.8% | $273,961-51.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 8.99% | 30.74%-21.8pp | 32.23%-23.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,023 | $6,248-83.6% | $5,501-81.4% | $4,869-79.0% |
| Participant deferral / active EE | $6,081 | $5,550+9.6% | $4,871+24.8% | $5,287+15.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |