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 | $24,830 | $132,634-81.3% | $115,768-78.6% | $137,256-81.9% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 14.55% | 160.70%-146.2pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,280 | $5,619-23.8% | $4,917-12.9% | $6,407-33.2% |
| Admin fee / account holder | $238 | $15,028-98.4% | $12,439-98.1% | $12,270-98.1% |