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 | $39,450 | $135,952-71.0% | $123,892-68.2% | $273,961-85.6% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 5.82% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $313 | $5,170-93.9% | $4,617-93.2% | $4,869-93.6% |
| Participant deferral / active EE | $3,269 | $6,343-48.5% | $5,984-45.4% | $5,287-38.2% |
| Admin fee / account holder | $236 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |