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 | $35,947 | $65,685-45.3% | $57,179-37.1% | $273,961-86.9% |
| Participation rate | 78.6% | 78.3%+0.2pp | 75.3%+3.2pp | 83.0%-4.4pp |
| Annual return | 6.50% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,960 | $3,782-21.7% | $3,096-4.4% | $5,287-44.0% |
| Admin fee / account holder | $263 | $4,835-94.6% | $3,139-91.6% | $10,132-97.4% |