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 9-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 | $61,622 | $172,111-64.2% | $150,298-59.0% | $137,256-55.1% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 18.83% | 69.37%-50.5pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $721 | $4,636-84.4% | $4,154-82.6% | $4,156-82.6% |
| Participant deferral / active EE | $5,034 | $6,166-18.4% | $5,453-7.7% | $6,407-21.4% |
| Admin fee / account holder | $241 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |