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 | $53,732 | $105,859-49.2% | $90,160-40.4% | $147,584-63.6% |
| Participation rate | 70.6% | 79.7%-9.2pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 18.45% | 37.63%-19.2pp | 34.88%-16.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $437 | $4,126-89.4% | $3,318-86.8% | $4,876-91.0% |
| Participant deferral / active EE | $1,997 | $5,733-65.2% | $5,288-62.2% | $5,439-63.3% |
| Admin fee / account holder | $105 | $8,046-98.7% | $5,943-98.2% | $10,885-99.0% |