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 | $88,986 | $65,041+36.8% | $90,951-2.2% | $79,858+11.4% |
| Participation rate | 71.0% | 61.6%+9.4pp | 69.0%+2.0pp | 69.6%+1.3pp |
| Annual return | 24.25% | 30.45%-6.2pp | 134.60%-110.3pp | 31.71%-7.5pp |
| Employer contribution / active EE | $238 | $1,247-80.9% | $2,122-88.8% | $2,471-90.4% |
| Participant deferral / active EE | $1,831 | $2,512-27.1% | $3,373-45.7% | $3,740-51.0% |
| Admin fee / account holder | $33 | $4,536-99.3% | $5,959-99.4% | $5,306-99.4% |