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 | $104,793 | $92,222+13.6% | $76,768+36.5% | $135,375-22.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 5.83% | 5.46%+0.4pp | 2.43%+3.4pp | 519.73%-513.9pp |
| Employer contribution / active EE | $500 | $3,216-84.5% | $2,485-79.9% | $4,779-89.5% |
| Participant deferral / active EE | $3,936 | $4,509-12.7% | $3,852+2.2% | $5,609-29.8% |
| Admin fee / account holder | $261 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |