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 | $35,327 | $97,044-63.6% | $83,333-57.6% | $135,375-73.9% |
| Participation rate | 70.8% | 80.4%-9.6pp | 77.8%-6.9pp | 82.6%-11.8pp |
| Annual return | 3.60% | 12.31%-8.7pp | 10.63%-7.0pp | 519.73%-516.1pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,953 | $5,964-17.0% | $5,565-11.0% | $5,609-11.7% |
| Admin fee / account holder | $79 | $8,380-99.1% | $7,510-99.0% | $10,827-99.3% |