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 | $38,493 | $43,723-12.0% | $121,196-68.2% | $64,186-40.0% |
| Participation rate | 71.0% | 58.3%+12.6pp | 71.7%-0.8pp | 69.6%+1.4pp |
| Annual return | 17.52% | 68.91%-51.4pp | 16.93%+0.6pp | 7.63%+9.9pp |
| Employer contribution / active EE | $107 | $1,296-91.7% | $4,022-97.3% | $2,381-95.5% |
| Participant deferral / active EE | $2,165 | $2,280-5.0% | $3,344-35.3% | $3,470-37.6% |
| Admin fee / account holder | $22 | $3,501-99.4% | $5,019-99.6% | $4,888-99.5% |