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 3-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 | $99,003 | $168,632-41.3% | $147,614-32.9% | $125,391-21.0% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -2.85% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,089 | $6,252-82.6% | $5,564-80.4% | $4,866-77.6% |
| Participant deferral / active EE | $5,418 | $5,507-1.6% | $4,895+10.7% | $5,352+1.2% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |