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 | $57,882 | $56,897+1.7% | $84,750-31.7% | $62,891-8.0% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | 10.50% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $213 | $2,400-91.1% | $3,574-94.1% | $2,281-90.7% |
| Participant deferral / active EE | $1,433 | $2,709-47.1% | $3,712-61.4% | $3,203-55.3% |
| Admin fee / account holder | $151 | $3,581-95.8% | $5,332-97.2% | $4,296-96.5% |