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 | $33,704 | $118,450-71.5% | $98,439-65.8% | $139,434-75.8% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 10.92% | 18.94%-8.0pp | 21.16%-10.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $500 | $3,609-86.1% | $3,048-83.6% | $4,751-89.5% |
| Participant deferral / active EE | $1,483 | $5,392-72.5% | $4,738-68.7% | $6,710-77.9% |
| Admin fee / account holder | $261 | $14,026-98.1% | $8,948-97.1% | $11,403-97.7% |