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 | $95,723 | $77,899+22.9% | $149,673-36.0% | $75,163+27.4% |
| Participation rate | 83.0% | 65.6%+17.4pp | 78.8%+4.3pp | 67.2%+15.8pp |
| Annual return | 23.57% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,308 | $3,411+26.3% | $5,680-24.2% | $4,125+4.4% |
| Admin fee / account holder | $209 | $5,956-96.5% | $13,210-98.4% | $5,651-96.3% |