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 | $126,078 | $150,440-16.2% | $136,294-7.5% | $147,584-14.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.60% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $358 | $5,256-93.2% | $4,695-92.4% | $4,876-92.7% |
| Participant deferral / active EE | $2,690 | $6,630-59.4% | $6,247-56.9% | $5,439-50.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |