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 9-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 | $70,253 | $95,266-26.3% | $82,389-14.7% | $142,382-50.7% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 11.10% | 25.74%-14.6pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,060 | $4,809-78.0% | $4,155-74.5% | $6,507-83.7% |
| Admin fee / account holder | $208 | $8,563-97.6% | $7,231-97.1% | $12,624-98.4% |