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 | $46,448 | $171,865-73.0% | $149,718-69.0% | $147,584-68.5% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 12.49% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,096 | $6,275-82.5% | $5,445-79.9% | $4,876-77.5% |
| Participant deferral / active EE | $3,177 | $7,271-56.3% | $6,569-51.6% | $5,439-41.6% |
| Admin fee / account holder | $223 | $13,799-98.4% | $11,283-98.0% | $10,885-98.0% |