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 | $61,658 | $104,251-40.9% | $91,001-32.2% | $147,584-58.2% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.6%+18.1pp | 82.8%+10.9pp |
| Annual return | 17.98% | 27.06%-9.1pp | 4.60%+13.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $368 | $3,116-88.2% | $2,456-85.0% | $4,876-92.5% |
| Participant deferral / active EE | $3,098 | $4,195-26.2% | $3,547-12.7% | $5,439-43.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |