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 | $36,304 | $80,968-55.2% | $96,544-62.4% | $75,163-51.7% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 13.80% | 27.06%-13.3pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $582 | $2,282-74.5% | $2,965-80.4% | $2,670-78.2% |
| Participant deferral / active EE | $2,808 | $3,928-28.5% | $4,851-42.1% | $4,125-31.9% |
| Admin fee / account holder | $232 | $6,724-96.6% | $8,252-97.2% | $5,651-95.9% |