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 | $35,884 | $140,588-74.5% | $123,104-70.9% | $125,391-71.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -1.15% | 16.80%-17.9pp | 13.22%-14.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,126 | $6,041-81.4% | $5,151-78.1% | $4,866-76.9% |
| Participant deferral / active EE | $4,496 | $6,980-35.6% | $6,230-27.8% | $5,352-16.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |