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 | $59,355 | $67,606-12.2% | $82,313-27.9% | $70,131-15.4% |
| Participation rate | 76.8% | 72.8%+4.0pp | 76.9%-0.1pp | 69.5%+7.2pp |
| Annual return | 17.24% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,799 | $2,987-6.3% | $3,706-24.5% | $3,332-16.0% |
| Admin fee / account holder | $290 | $4,512-93.6% | $5,608-94.8% | $4,645-93.8% |