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 | $72,473 | $183,963-60.6% | $162,163-55.3% | $152,861-52.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.15% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.2pp |
| Employer contribution / active EE | $251 | $6,371-96.1% | $5,614-95.5% | $4,762-94.7% |
| Participant deferral / active EE | $17,917 | $8,034+123.0% | $7,298+145.5% | $5,850+206.3% |
| Admin fee / account holder | $111 | $13,121-99.2% | $10,843-99.0% | $11,596-99.0% |