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 | $30,743 | $72,492-57.6% | $87,100-64.7% | $72,985-57.9% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+20.0pp |
| Annual return | 20.34% | 24.46%-4.1pp | 28.19%-7.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,791 | $3,270-45.2% | $4,049-55.8% | $3,607-50.4% |
| Admin fee / account holder | $161 | $5,055-96.8% | $7,497-97.9% | $5,124-96.9% |