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 | $43,284 | $60,022-27.9% | $88,946-51.3% | $84,808-49.0% |
| Participation rate | 93.8% | 57.8%+35.9pp | 68.8%+24.9pp | 68.3%+25.4pp |
| Annual return | 15.90% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,638 | $3,114+145.3% | $4,581+66.7% | $4,212+81.4% |
| Admin fee / account holder | $211 | $4,811-95.6% | $8,261-97.4% | $7,344-97.1% |