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 | $21,766 | $65,365-66.7% | $92,893-76.6% | $72,985-70.2% |
| Participation rate | 83.8% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.3pp |
| Annual return | 43.75% | 42.10%+1.6pp | 109.41%-65.7pp | 81.00%-37.3pp |
| Employer contribution / active EE | $283 | $2,594-89.1% | $3,653-92.3% | $2,440-88.4% |
| Participant deferral / active EE | $6,192 | $3,128+97.9% | $4,236+46.2% | $3,607+71.6% |
| Admin fee / account holder | $41 | $4,251-99.0% | $5,794-99.3% | $5,124-99.2% |