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 | $95,921 | $88,707+8.1% | $74,183+29.3% | $273,961-65.0% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 5.07% | 11.94%-6.9pp | 17.74%-12.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,926 | $4,212+88.2% | $3,550+123.3% | $5,287+49.9% |
| Admin fee / account holder | $51 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |