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 | $57,465 | $55,706+3.2% | $75,886-24.3% | $72,985-21.3% |
| Participation rate | 79.3% | 61.1%+18.2pp | 69.3%+10.0pp | 69.5%+9.8pp |
| Annual return | 22.24% | 27.59%-5.3pp | 30.76%-8.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $292 | $1,687-82.7% | $2,500-88.3% | $2,440-88.0% |
| Participant deferral / active EE | $1,860 | $2,634-29.4% | $3,603-48.4% | $3,607-48.4% |
| Admin fee / account holder | $17 | $3,978-99.6% | $5,418-99.7% | $5,124-99.7% |