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 | $61,327 | $72,177-15.0% | $115,037-46.7% | $59,632+2.8% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | 8.27% | 12.02%-3.8pp | 26.14%-17.9pp | 2041.28%-2033.0pp |
| Employer contribution / active EE | $278 | $2,841-90.2% | $4,608-94.0% | $2,203-87.4% |
| Participant deferral / active EE | $7,050 | $4,783+47.4% | $6,026+17.0% | $3,192+120.9% |
| Admin fee / account holder | $293 | $4,927-94.1% | $8,175-96.4% | $4,297-93.2% |