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 | $134,479 | $160,055-16.0% | $140,016-4.0% | $135,375-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.73% | 911.38%-903.7pp | 651.12%-643.4pp | 519.73%-512.0pp |
| Employer contribution / active EE | $896 | $6,420-86.0% | $5,606-84.0% | $4,779-81.2% |
| Participant deferral / active EE | $6,664 | $7,642-12.8% | $6,927-3.8% | $5,609+18.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |