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 | $89,386 | $171,865-48.0% | $149,718-40.3% | $147,584-39.4% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 17.77% | 2113.22%-2095.4pp | 1501.63%-1483.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $182 | $6,275-97.1% | $5,445-96.7% | $4,876-96.3% |
| Participant deferral / active EE | $12,602 | $7,271+73.3% | $6,569+91.8% | $5,439+131.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |