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 | $54,711 | $62,672-12.7% | $185,117-70.4% | $70,131-22.0% |
| Participation rate | 70.0% | 63.8%+6.2pp | 77.3%-7.3pp | 69.5%+0.5pp |
| Annual return | 20.76% | 40.79%-20.0pp | 40.50%-19.7pp | 73.14%-52.4pp |
| Employer contribution / active EE | $237 | $1,753-86.5% | $4,182-94.3% | $2,342-89.9% |
| Participant deferral / active EE | $2,386 | $3,272-27.1% | $5,045-52.7% | $3,332-28.4% |
| Admin fee / account holder | $77 | $3,932-98.1% | $8,159-99.1% | $4,645-98.4% |