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 8-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 | $114,228 | $180,449-36.7% | $154,107-25.9% | $135,375-15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3264.84% | 888.09%+2376.7pp | 735.12%+2529.7pp | 519.73%+2745.1pp |
| Employer contribution / active EE | $971 | $6,035-83.9% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $4,634 | $5,806-20.2% | $5,081-8.8% | $5,609-17.4% |
| Admin fee / account holder | $171 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |