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 4-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 | $39,475 | $154,228-74.4% | $145,433-72.9% | $137,256-71.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $848 | $4,804-82.4% | $4,554-81.4% | $4,156-79.6% |
| Participant deferral / active EE | $6,918 | $8,216-15.8% | $7,897-12.4% | $6,407+8.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |