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 | $205,751 | $159,602+28.9% | $150,045+37.1% | $142,382+44.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 18.71% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $513 | $4,961-89.7% | $4,693-89.1% | $4,299-88.1% |
| Participant deferral / active EE | $7,853 | $8,310-5.5% | $7,997-1.8% | $6,507+20.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |