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 | $68,548 | $181,894-62.3% | $156,549-56.2% | $273,961-75.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $751 | $6,248-88.0% | $5,501-86.4% | $4,869-84.6% |
| Participant deferral / active EE | $6,837 | $5,550+23.2% | $4,871+40.4% | $5,287+29.3% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |