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 | $39,238 | $77,634-49.5% | $156,549-74.9% | $62,891-37.6% |
| Participation rate | 71.4% | 71.2%+0.2pp | 84.0%-12.6pp | 69.3%+2.1pp |
| Annual return | 10.42% | 50.32%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $313 | $3,444-90.9% | $5,501-94.3% | $2,281-86.3% |
| Participant deferral / active EE | $2,146 | $3,045-29.5% | $4,871-55.9% | $3,203-33.0% |
| Admin fee / account holder | $44 | $5,561-99.2% | $13,027-99.7% | $4,296-99.0% |