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 6-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 | $29,965 | $92,703-67.7% | $82,719-63.8% | $134,475-77.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | 3114.57% | 944.92%+2169.7pp | 701.18%+2413.4pp | 417.96%+2696.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,324 | $4,802-72.4% | $4,395-69.9% | $6,400-79.3% |
| Admin fee / account holder | $190 | $5,983-96.8% | $5,329-96.4% | $11,426-98.3% |