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 | $85,617 | $100,754-15.0% | $86,677-1.2% | $134,475-36.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 7.48% | 29.04%-21.6pp | 35.91%-28.4pp | 417.96%-410.5pp |
| Employer contribution / active EE | $590 | $3,489-83.1% | $2,836-79.2% | $4,740-87.6% |
| Participant deferral / active EE | $2,509 | $5,338-53.0% | $4,656-46.1% | $6,400-60.8% |
| Admin fee / account holder | $166 | $10,926-98.5% | $7,493-97.8% | $11,426-98.5% |