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 | $19,002 | $65,365-70.9% | $92,893-79.5% | $72,985-74.0% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.6pp |
| Annual return | 19.94% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $361 | $2,594-86.1% | $3,653-90.1% | $2,440-85.2% |
| Participant deferral / active EE | $2,689 | $3,128-14.0% | $4,236-36.5% | $3,607-25.5% |
| Admin fee / account holder | $233 | $4,251-94.5% | $5,794-96.0% | $5,124-95.4% |