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 | $59,852 | $72,277-17.2% | $101,248-40.9% | $79,858-25.1% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 33.36% | 22.30%+11.1pp | 46.47%-13.1pp | 31.71%+1.6pp |
| Employer contribution / active EE | $215 | $2,692-92.0% | $3,660-94.1% | $2,471-91.3% |
| Participant deferral / active EE | $2,147 | $3,282-34.6% | $4,370-50.9% | $3,740-42.6% |
| Admin fee / account holder | $158 | $4,400-96.4% | $5,945-97.3% | $5,306-97.0% |