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 | $139,091 | $171,865-19.1% | $149,718-7.1% | $147,584-5.8% |
| Participation rate | 81.0% | 88.2%-7.2pp | 87.1%-6.1pp | 82.8%-1.9pp |
| Annual return | 21.60% | 2113.22%-2091.6pp | 1501.63%-1480.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,952 | $7,271+9.4% | $6,569+21.0% | $5,439+46.2% |
| Admin fee / account holder | $198 | $13,799-98.6% | $11,283-98.2% | $10,885-98.2% |