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 6-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 | $51,767 | $127,065-59.3% | $113,168-54.3% | $142,382-63.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.12% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-201.0pp |
| Employer contribution / active EE | $778 | $3,442-77.4% | $2,975-73.8% | $4,299-81.9% |
| Participant deferral / active EE | $10,544 | $5,716+84.4% | $5,107+106.5% | $6,507+62.0% |
| Admin fee / account holder | $146 | $15,736-99.1% | $12,068-98.8% | $12,624-98.8% |