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 | $42,263 | $150,440-71.9% | $136,294-69.0% | $147,584-71.4% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 10.83% | 1049.08%-1038.3pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $516 | $5,256-90.2% | $4,695-89.0% | $4,876-89.4% |
| Participant deferral / active EE | $2,637 | $6,630-60.2% | $6,247-57.8% | $5,439-51.5% |
| Admin fee / account holder | $199 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |