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 | $152,131 | $150,440+1.1% | $136,294+11.6% | $147,584+3.1% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 19.37% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $829 | $5,256-84.2% | $4,695-82.3% | $4,876-83.0% |
| Participant deferral / active EE | $6,778 | $6,630+2.2% | $6,247+8.5% | $5,439+24.6% |
| Admin fee / account holder | $136 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |