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 | $36,741 | $77,503-52.6% | $100,391-63.4% | $80,856-54.6% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 67.6%+20.4pp |
| Annual return | 16.46% | 37.20%-20.7pp | 49.20%-32.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,210 | $6,820+79.0% | $8,082+51.1% | $4,296+184.2% |
| Admin fee / account holder | $176 | $5,897-97.0% | $7,899-97.8% | $6,918-97.5% |