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 | $68,268 | $181,894-62.5% | $156,549-56.4% | $273,961-75.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 13.60% | 30.74%-17.1pp | 32.23%-18.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,104 | $6,248-82.3% | $5,501-79.9% | $4,869-77.3% |
| Participant deferral / active EE | $5,093 | $5,550-8.2% | $4,871+4.6% | $5,287-3.7% |
| Admin fee / account holder | $287 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |