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 | $45,750 | $149,679-69.4% | $117,039-60.9% | $147,584-69.0% |
| Participation rate | 73.3% | 83.5%-10.2pp | 77.2%-3.9pp | 82.8%-9.5pp |
| Annual return | 20.57% | 19.31%+1.3pp | 18.95%+1.6pp | 578.55%-558.0pp |
| Employer contribution / active EE | $435 | $4,937-91.2% | $3,785-88.5% | $4,876-91.1% |
| Participant deferral / active EE | $1,368 | $4,912-72.2% | $3,929-65.2% | $5,439-74.8% |
| Admin fee / account holder | $53 | $7,856-99.3% | $5,974-99.1% | $10,885-99.5% |