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 | $197,991 | $171,865+15.2% | $149,718+32.2% | $147,584+34.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 24.43% | 2113.22%-2088.8pp | 1501.63%-1477.2pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,210 | $6,275-80.7% | $5,445-77.8% | $4,876-75.2% |
| Participant deferral / active EE | $5,838 | $7,271-19.7% | $6,569-11.1% | $5,439+7.3% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |