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 | $109,731 | $183,963-40.4% | $162,163-32.3% | $152,861-28.2% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 26.87% | 150.76%-123.9pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,003 | $6,371-84.3% | $5,614-82.1% | $4,762-78.9% |
| Participant deferral / active EE | $4,084 | $8,034-49.2% | $7,298-44.0% | $5,850-30.2% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |