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 | $115,111 | $154,228-25.4% | $145,433-20.8% | $137,256-16.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.69% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $568 | $4,804-88.2% | $4,554-87.5% | $4,156-86.3% |
| Participant deferral / active EE | $2,811 | $8,216-65.8% | $7,897-64.4% | $6,407-56.1% |
| Admin fee / account holder | $222 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |