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 | $48,950 | $127,065-61.5% | $113,168-56.7% | $142,382-65.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.12% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-202.0pp |
| Employer contribution / active EE | $702 | $3,442-79.6% | $2,975-76.4% | $4,299-83.7% |
| Participant deferral / active EE | $2,522 | $5,716-55.9% | $5,107-50.6% | $6,507-61.2% |
| Admin fee / account holder | $24 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |