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 | $126,240 | $104,251+21.1% | $91,001+38.7% | $147,584-14.5% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 19.27% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $426 | $3,116-86.3% | $2,456-82.6% | $4,876-91.3% |
| Participant deferral / active EE | $3,032 | $4,195-27.7% | $3,547-14.5% | $5,439-44.3% |
| Admin fee / account holder | $131 | $8,948-98.5% | $5,417-97.6% | $10,885-98.8% |