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 9-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 | $14,363 | $111,535-87.1% | $105,223-86.3% | $137,256-89.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.91% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $613 | $3,939-84.4% | $3,689-83.4% | $4,156-85.3% |
| Participant deferral / active EE | $2,125 | $5,500-61.4% | $5,072-58.1% | $6,407-66.8% |
| Admin fee / account holder | $271 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |