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 4-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 | $244,772 | $177,572+37.8% | $154,803+58.1% | $142,382+71.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2161.65% | 65.07%+2096.6pp | 58.88%+2102.8pp | 217.08%+1944.6pp |
| Employer contribution / active EE | $600 | $4,810-87.5% | $4,305-86.1% | $4,299-86.0% |
| Participant deferral / active EE | $6,136 | $6,272-2.2% | $5,540+10.8% | $6,507-5.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |