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 | $82,687 | $159,602-48.2% | $150,045-44.9% | $142,382-41.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.02% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $591 | $4,961-88.1% | $4,693-87.4% | $4,299-86.2% |
| Participant deferral / active EE | $8,936 | $8,310+7.5% | $7,997+11.7% | $6,507+37.3% |
| Admin fee / account holder | $185 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |