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 | $68,889 | $202,318-66.0% | $172,739-60.1% | $152,861-54.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.46% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $527 | $5,856-91.0% | $5,143-89.8% | $4,762-88.9% |
| Participant deferral / active EE | $9,376 | $5,948+57.6% | $5,198+80.4% | $5,850+60.3% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |