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 | $172,751 | $167,307+3.3% | $143,757+20.2% | $134,475+28.5% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -13.85% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,685 | $6,446-11.8% | $5,637+0.8% | $6,400-11.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |