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 4-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 | $35,813 | $159,602-77.6% | $150,045-76.1% | $142,382-74.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 12.93% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $617 | $4,961-87.6% | $4,693-86.9% | $4,299-85.7% |
| Participant deferral / active EE | $4,124 | $8,310-50.4% | $7,997-48.4% | $6,507-36.6% |
| Admin fee / account holder | $2 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |