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 | $137,070 | $171,865-20.2% | $149,718-8.4% | $147,584-7.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 21.18% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $770 | $6,275-87.7% | $5,445-85.9% | $4,876-84.2% |
| Participant deferral / active EE | $9,150 | $7,271+25.8% | $6,569+39.3% | $5,439+68.2% |
| Admin fee / account holder | $118 | $13,799-99.1% | $11,283-99.0% | $10,885-98.9% |