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 | $155,751 | $153,772+1.3% | $133,980+16.2% | $273,961-43.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 5.51% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-35.9pp |
| Employer contribution / active EE | $22 | $6,029-99.6% | $5,211-99.6% | $4,869-99.6% |
| Participant deferral / active EE | $9,136 | $6,958+31.3% | $6,282+45.4% | $5,287+72.8% |
| Admin fee / account holder | $45 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |