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 | $109,533 | $202,318-45.9% | $172,739-36.6% | $152,861-28.3% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 14.45% | 1029.65%-1015.2pp | 802.84%-788.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $985 | $5,856-83.2% | $5,143-80.9% | $4,762-79.3% |
| Participant deferral / active EE | $2,751 | $5,948-53.7% | $5,198-47.1% | $5,850-53.0% |
| Admin fee / account holder | $11 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |