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 | $86,019 | $88,707-3.0% | $74,183+16.0% | $273,961-68.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.08% | 11.94%-5.9pp | 17.74%-11.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $482 | $3,159-84.7% | $2,370-79.6% | $4,869-90.1% |
| Participant deferral / active EE | $4,506 | $4,212+7.0% | $3,550+26.9% | $5,287-14.8% |
| Admin fee / account holder | $175 | $8,717-98.0% | $5,586-96.9% | $10,132-98.3% |