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 | $85,539 | $198,466-56.9% | $170,442-49.8% | $147,584-42.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.89% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,215 | $6,184-80.4% | $5,433-77.6% | $4,876-75.1% |
| Participant deferral / active EE | $3,432 | $5,629-39.0% | $4,939-30.5% | $5,439-36.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |