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 | $60,414 | $123,793-51.2% | $177,821-66.0% | $79,858-24.3% |
| Participation rate | 81.8% | 84.7%-2.8pp | 87.7%-5.9pp | 69.6%+12.2pp |
| Annual return | 16.97% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $245 | $4,095-94.0% | $5,918-95.9% | $2,471-90.1% |
| Participant deferral / active EE | $5,806 | $5,956-2.5% | $7,714-24.7% | $3,740+55.2% |
| Admin fee / account holder | $286 | $7,243-96.0% | $12,427-97.7% | $5,306-94.6% |