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 | $40,203 | $209,832-80.8% | $189,513-78.8% | $167,490-76.0% |
| Participation rate | 70.8% | 88.7%-17.8pp | 87.8%-17.0pp | 82.1%-11.3pp |
| Annual return | 11.28% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,300 | $6,914-81.2% | $6,162-78.9% | $4,837-73.1% |
| Participant deferral / active EE | $3,750 | $8,935-58.0% | $8,221-54.4% | $6,341-40.9% |
| Admin fee / account holder | $252 | $14,293-98.2% | $12,045-97.9% | $12,309-97.9% |