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 | $106,241 | $88,672+19.8% | $105,223+1.0% | $82,448+28.9% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 14.93% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,440 | $4,036-39.5% | $5,072-51.9% | $4,139-41.0% |
| Admin fee / account holder | $30 | $7,146-99.6% | $8,859-99.7% | $7,234-99.6% |