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 | $137,884 | $181,894-24.2% | $156,549-11.9% | $273,961-49.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.08% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,140 | $6,248-81.8% | $5,501-79.3% | $4,869-76.6% |
| Participant deferral / active EE | $5,125 | $5,550-7.7% | $4,871+5.2% | $5,287-3.1% |
| Admin fee / account holder | $103 | $15,559-99.3% | $13,027-99.2% | $10,132-99.0% |