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 | $92,959 | $171,865-45.9% | $149,718-37.9% | $147,584-37.0% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 14.87% | 2113.22%-2098.3pp | 1501.63%-1486.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,322 | $6,275-78.9% | $5,445-75.7% | $4,876-72.9% |
| Participant deferral / active EE | $3,495 | $7,271-51.9% | $6,569-46.8% | $5,439-35.7% |
| Admin fee / account holder | $239 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |