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 | $107,130 | $162,781-34.2% | $133,956-20.0% | $158,922-32.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 20.68% | 41.94%-21.3pp | 45.09%-24.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $712 | $4,975-85.7% | $3,919-81.8% | $4,761-85.1% |
| Participant deferral / active EE | $5,979 | $5,911+1.1% | $5,048+18.4% | $5,982-0.1% |
| Admin fee / account holder | $7 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |