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 | $57,685 | $171,865-66.4% | $149,718-61.5% | $147,584-60.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.71% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,279 | $6,275-79.6% | $5,445-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $6,000 | $7,271-17.5% | $6,569-8.7% | $5,439+10.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |