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 | $96,758 | $108,825-11.1% | $156,181-38.0% | $82,448+17.4% |
| Participation rate | 73.0% | 72.4%+0.6pp | 78.8%-5.9pp | 68.1%+4.9pp |
| Annual return | 16.07% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $385 | $2,870-86.6% | $4,294-91.0% | $2,551-84.9% |
| Participant deferral / active EE | $2,495 | $4,577-45.5% | $6,132-59.3% | $4,139-39.7% |
| Admin fee / account holder | $101 | $9,341-98.9% | $14,586-99.3% | $7,234-98.6% |