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 8-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 | $143,784 | $124,281+15.7% | $109,143+31.7% | $167,490-14.2% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 19.46% | 26.04%-6.6pp | 25.75%-6.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $201 | $4,207-95.2% | $3,722-94.6% | $4,837-95.8% |
| Participant deferral / active EE | $22,487 | $5,255+327.9% | $4,653+383.3% | $6,341+254.6% |
| Admin fee / account holder | $30 | $7,970-99.6% | $6,752-99.6% | $12,309-99.8% |