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 | $50,767 | $67,606-24.9% | $82,313-38.3% | $70,131-27.6% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.1pp |
| Annual return | 30.08% | 21.57%+8.5pp | 25.88%+4.2pp | 73.14%-43.1pp |
| Employer contribution / active EE | $267 | $1,755-84.8% | $2,428-89.0% | $2,342-88.6% |
| Participant deferral / active EE | $2,127 | $2,987-28.8% | $3,706-42.6% | $3,332-36.2% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |