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 | $150,211 | $150,440-0.2% | $136,294+10.2% | $147,584+1.8% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 20.06% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $784 | $5,256-85.1% | $4,695-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $8,444 | $6,630+27.4% | $6,247+35.2% | $5,439+55.3% |
| Admin fee / account holder | $37 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |