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 | $159,607 | $131,829+21.1% | $108,579+47.0% | $273,961-41.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.97% | -91.57%+99.5pp | -51.70%+59.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $506 | $4,912-89.7% | $3,758-86.5% | $4,869-89.6% |
| Participant deferral / active EE | $5,302 | $5,127+3.4% | $4,311+23.0% | $5,287+0.3% |
| Admin fee / account holder | $292 | $10,252-97.2% | $7,645-96.2% | $10,132-97.1% |