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 | $49,051 | $154,228-68.2% | $145,433-66.3% | $137,256-64.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 15.57% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $458 | $4,804-90.5% | $4,554-89.9% | $4,156-89.0% |
| Participant deferral / active EE | $2,592 | $8,216-68.5% | $7,897-67.2% | $6,407-59.5% |
| Admin fee / account holder | $11 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |