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 | $116,890 | $157,256-25.7% | $141,162-17.2% | $152,861-23.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 21.50% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $661 | $5,261-87.4% | $4,735-86.0% | $4,762-86.1% |
| Participant deferral / active EE | $7,000 | $7,109-1.5% | $6,709+4.3% | $5,850+19.7% |
| Admin fee / account holder | $276 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |