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 | $26,029 | $150,440-82.7% | $136,294-80.9% | $147,584-82.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 22.13% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $525 | $5,256-90.0% | $4,695-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $3,535 | $6,630-46.7% | $6,247-43.4% | $5,439-35.0% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |