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 | $33,440 | $92,703-63.9% | $82,719-59.6% | $134,475-75.1% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.7pp | 81.2%0pp |
| Annual return | -17.47% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3 | $3,274-99.9% | $3,009-99.9% | $4,740-99.9% |
| Participant deferral / active EE | $7,490 | $4,802+56.0% | $4,395+70.4% | $6,400+17.0% |
| Admin fee / account holder | $279 | $5,983-95.3% | $5,329-94.8% | $11,426-97.6% |