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 | $60,258 | $104,251-42.2% | $91,001-33.8% | $147,584-59.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 17.33% | 27.06%-9.7pp | 4.60%+12.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $400 | $3,116-87.2% | $2,456-83.7% | $4,876-91.8% |
| Participant deferral / active EE | $3,944 | $4,195-6.0% | $3,547+11.2% | $5,439-27.5% |
| Admin fee / account holder | $10 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |