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 | $44,086 | $105,630-58.3% | $87,507-49.6% | $273,961-83.9% |
| Participation rate | 77.8% | 78.2%-0.4pp | 73.8%+3.9pp | 83.0%-5.2pp |
| Annual return | 6.07% | 12.25%-6.2pp | 12.21%-6.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,894 | $3,601-47.4% | $3,149-39.8% | $5,287-64.2% |
| Admin fee / account holder | $27 | $4,781-99.4% | $4,221-99.4% | $10,132-99.7% |