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 | $34,857 | $104,664-66.7% | $85,682-59.3% | $167,490-79.2% |
| Participation rate | 81.0% | 76.4%+4.6pp | 69.9%+11.1pp | 82.1%-1.2pp |
| Annual return | 16.58% | 21.45%-4.9pp | 21.49%-4.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,035 | $4,824-37.1% | $3,923-22.6% | $6,341-52.1% |
| Admin fee / account holder | $287 | $10,032-97.1% | $6,873-95.8% | $12,309-97.7% |