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 5-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 | $26,636 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 1072.40% | 79.19%+993.2pp | 68.23%+1004.2pp | 372.94%+699.5pp |
| Employer contribution / active EE | $269 | $5,243-94.9% | $4,856-94.5% | $4,751-94.3% |
| Participant deferral / active EE | $6,482 | $8,100-20.0% | $7,758-16.4% | $6,710-3.4% |
| Admin fee / account holder | $221 | $12,400-98.2% | $10,762-97.9% | $11,403-98.1% |