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 | $178,644 | $181,894-1.8% | $156,549+14.1% | $273,961-34.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.39% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $686 | $6,248-89.0% | $5,501-87.5% | $4,869-85.9% |
| Participant deferral / active EE | $4,221 | $5,550-23.9% | $4,871-13.3% | $5,287-20.2% |
| Admin fee / account holder | $194 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |