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 7-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 | $46,140 | $176,056-73.8% | $159,436-71.1% | $167,490-72.5% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 19.13% | 331.75%-312.6pp | 263.57%-244.4pp | 478.56%-459.4pp |
| Employer contribution / active EE | $556 | $5,297-89.5% | $4,829-88.5% | $4,837-88.5% |
| Participant deferral / active EE | $6,720 | $7,750-13.3% | $7,352-8.6% | $6,341+6.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |