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 | $116,345 | $160,055-27.3% | $140,016-16.9% | $135,375-14.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -3.23% | 911.38%-914.6pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,076 | $6,420-83.2% | $5,606-80.8% | $4,779-77.5% |
| Participant deferral / active EE | $5,201 | $7,642-31.9% | $6,927-24.9% | $5,609-7.3% |
| Admin fee / account holder | $240 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |