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 | $55,973 | $150,440-62.8% | $136,294-58.9% | $147,584-62.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.89% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $437 | $5,256-91.7% | $4,695-90.7% | $4,876-91.0% |
| Participant deferral / active EE | $3,571 | $6,630-46.2% | $6,247-42.8% | $5,439-34.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |