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 | $65,969 | $76,552-13.8% | $123,892-46.8% | $62,891+4.9% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 6.11% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $417 | $2,883-85.5% | $4,617-91.0% | $2,281-81.7% |
| Participant deferral / active EE | $5,237 | $4,840+8.2% | $5,984-12.5% | $3,203+63.5% |
| Admin fee / account holder | $92 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |