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 | $72,444 | $115,770-37.4% | $101,248-28.4% | $158,922-54.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.43% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $267 | $4,175-93.6% | $3,660-92.7% | $4,761-94.4% |
| Participant deferral / active EE | $3,040 | $4,957-38.7% | $4,370-30.4% | $5,982-49.2% |
| Admin fee / account holder | $253 | $7,245-96.5% | $5,945-95.7% | $11,246-97.8% |