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 | $127,459 | $176,812-27.9% | $146,665-13.1% | $167,490-23.9% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 21.44% | 24.03%-2.6pp | 22.74%-1.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $294 | $5,160-94.3% | $4,136-92.9% | $4,837-93.9% |
| Participant deferral / active EE | $4,034 | $6,440-37.4% | $5,506-26.7% | $6,341-36.4% |
| Admin fee / account holder | $120 | $13,259-99.1% | $10,280-98.8% | $12,309-99.0% |