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 | $13,046 | $104,907-87.6% | $84,611-84.6% | $152,861-91.5% |
| Participation rate | 78.6% | 74.8%+3.8pp | 68.2%+10.3pp | 82.4%-3.9pp |
| Annual return | 34.51% | 373.79%-339.3pp | 258.74%-224.2pp | 345.32%-310.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,699 | $4,688-21.1% | $3,899-5.1% | $5,850-36.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |