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 | $77,777 | $183,963-57.7% | $162,163-52.0% | $152,861-49.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.85% | 150.76%-122.9pp | 115.59%-87.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,214 | $6,371-80.9% | $5,614-78.4% | $4,762-74.5% |
| Participant deferral / active EE | $5,813 | $8,034-27.6% | $7,298-20.4% | $5,850-0.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |