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 | $29,396 | $135,952-78.4% | $123,892-76.3% | $273,961-89.3% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $281 | $5,170-94.6% | $4,617-93.9% | $4,869-94.2% |
| Participant deferral / active EE | $3,763 | $6,343-40.7% | $5,984-37.1% | $5,287-28.8% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |