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 | $0 | $166,020-100.0% | $164,866-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 17.60% | 100.08%-82.5pp | 69.97%-52.4pp | 561.95%-544.3pp |
| Employer contribution / active EE | $741 | $5,275-85.9% | $4,343-82.9% | $4,661-84.1% |
| Participant deferral / active EE | $6,746 | $6,961-3.1% | $6,033+11.8% | $6,689+0.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |