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 | $79,751 | $171,865-53.6% | $149,718-46.7% | $147,584-46.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 14.97% | 2113.22%-2098.2pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $173 | $6,275-97.3% | $5,445-96.8% | $4,876-96.5% |
| Participant deferral / active EE | $12,474 | $7,271+71.6% | $6,569+89.9% | $5,439+129.4% |
| Admin fee / account holder | $33 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |