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 | $71,230 | $181,894-60.8% | $156,549-54.5% | $273,961-74.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.31% | 30.74%-19.4pp | 32.23%-20.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,259 | $6,248-79.9% | $5,501-77.1% | $4,869-74.2% |
| Participant deferral / active EE | $10,910 | $5,550+96.6% | $4,871+124.0% | $5,287+106.3% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |