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 | $37,054 | $106,584-65.2% | $101,326-63.4% | $142,382-74.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 21.24% | 36.93%-15.7pp | 36.82%-15.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,151 | $8,297+10.3% | $7,994+14.5% | $6,507+40.6% |
| Admin fee / account holder | $253 | $11,446-97.8% | $11,185-97.7% | $12,624-98.0% |