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 | $66,851 | $153,772-56.5% | $133,980-50.1% | $273,961-75.6% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.1%-2.1pp | 83.0%+2.0pp |
| Annual return | 11.42% | 36.51%-25.1pp | 29.30%-17.9pp | 41.45%-30.0pp |
| Employer contribution / active EE | $150 | $6,029-97.5% | $5,211-97.1% | $4,869-96.9% |
| Participant deferral / active EE | $12,385 | $6,958+78.0% | $6,282+97.2% | $5,287+134.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |