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 | $43,551 | $150,440-71.1% | $136,294-68.0% | $147,584-70.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.54% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $863 | $5,256-83.6% | $4,695-81.6% | $4,876-82.3% |
| Participant deferral / active EE | $3,085 | $6,630-53.5% | $6,247-50.6% | $5,439-43.3% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |