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 | $34,173 | $62,672-45.5% | $185,117-81.5% | $70,131-51.3% |
| Participation rate | 85.7% | 63.8%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 17.04% | 40.79%-23.8pp | 40.50%-23.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $266 | $1,753-84.8% | $4,182-93.6% | $2,342-88.7% |
| Participant deferral / active EE | $1,536 | $3,272-53.0% | $5,045-69.6% | $3,332-53.9% |
| Admin fee / account holder | $13 | $3,932-99.7% | $8,159-99.8% | $4,645-99.7% |