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 | $55,503 | $171,865-67.7% | $149,718-62.9% | $147,584-62.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 15.99% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,315 | $6,275-79.0% | $5,445-75.8% | $4,876-73.0% |
| Participant deferral / active EE | $10,208 | $7,271+40.4% | $6,569+55.4% | $5,439+87.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |