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 | $67,589 | $176,056-61.6% | $159,436-57.6% | $167,490-59.6% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 14.30% | 331.75%-317.4pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $733 | $5,297-86.2% | $4,829-84.8% | $4,837-84.9% |
| Participant deferral / active EE | $3,250 | $7,750-58.1% | $7,352-55.8% | $6,341-48.7% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |