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 | $131,408 | $202,318-35.0% | $172,739-23.9% | $152,861-14.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 27.23% | 1029.65%-1002.4pp | 802.84%-775.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $500 | $5,856-91.5% | $5,143-90.3% | $4,762-89.5% |
| Participant deferral / active EE | $7,923 | $5,948+33.2% | $5,198+52.4% | $5,850+35.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |