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 | $50,678 | $181,894-72.1% | $156,549-67.6% | $273,961-81.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.39% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $870 | $6,248-86.1% | $5,501-84.2% | $4,869-82.1% |
| Participant deferral / active EE | $8,569 | $5,550+54.4% | $4,871+75.9% | $5,287+62.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |