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 | $126,929 | $160,055-20.7% | $140,016-9.3% | $135,375-6.2% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -5.42% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.2pp |
| Employer contribution / active EE | $225 | $6,420-96.5% | $5,606-96.0% | $4,779-95.3% |
| Participant deferral / active EE | $13,009 | $7,642+70.2% | $6,927+87.8% | $5,609+131.9% |
| Admin fee / account holder | $148 | $13,328-98.9% | $10,705-98.6% | $10,827-98.6% |