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 | $94,516 | $198,466-52.4% | $170,442-44.5% | $147,584-36.0% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 18.75% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $909 | $6,184-85.3% | $5,433-83.3% | $4,876-81.4% |
| Participant deferral / active EE | $3,505 | $5,629-37.7% | $4,939-29.0% | $5,439-35.6% |
| Admin fee / account holder | $212 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |