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 | $124,713 | $131,829-5.4% | $108,579+14.9% | $273,961-54.5% |
| Participation rate | 91.3% | 83.5%+7.9pp | 79.6%+11.7pp | 83.0%+8.3pp |
| Annual return | 5.04% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $679 | $4,912-86.2% | $3,758-81.9% | $4,869-86.0% |
| Participant deferral / active EE | $2,679 | $5,127-47.7% | $4,311-37.9% | $5,287-49.3% |
| Admin fee / account holder | $212 | $10,252-97.9% | $7,645-97.2% | $10,132-97.9% |