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 7-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 | $111,113 | $88,751+25.2% | $81,812+35.8% | $145,922-23.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.69% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $193 | $3,083-93.7% | $2,912-93.4% | $4,660-95.9% |
| Participant deferral / active EE | $14,865 | $4,643+220.1% | $4,319+244.2% | $6,688+122.3% |
| Admin fee / account holder | $12 | $8,415-99.9% | $7,386-99.8% | $13,397-99.9% |