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 | $128,157 | $159,901-19.9% | $146,958-12.8% | $145,922-12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.10% | 98.13%-75.0pp | 418.34%-395.2pp | 561.29%-538.2pp |
| Employer contribution / active EE | $647 | $5,286-87.8% | $4,933-86.9% | $4,660-86.1% |
| Participant deferral / active EE | $7,669 | $8,428-9.0% | $8,070-5.0% | $6,688+14.7% |
| Admin fee / account holder | $263 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |