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 | $46,989 | $198,466-76.3% | $170,442-72.4% | $147,584-68.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.51% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $350 | $6,184-94.3% | $5,433-93.6% | $4,876-92.8% |
| Participant deferral / active EE | $3,501 | $5,629-37.8% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $74 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |