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 | $37,243 | $202,318-81.6% | $172,739-78.4% | $152,861-75.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.31% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $906 | $5,856-84.5% | $5,143-82.4% | $4,762-81.0% |
| Participant deferral / active EE | $2,915 | $5,948-51.0% | $5,198-43.9% | $5,850-50.2% |
| Admin fee / account holder | $200 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |