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 | $24,708 | $150,440-83.6% | $136,294-81.9% | $147,584-83.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.22% | 1049.08%-1018.9pp | 5155.94%-5125.7pp | 578.55%-548.3pp |
| Employer contribution / active EE | $829 | $5,256-84.2% | $4,695-82.4% | $4,876-83.0% |
| Participant deferral / active EE | $14,249 | $6,630+114.9% | $6,247+128.1% | $5,439+162.0% |
| Admin fee / account holder | $54 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |