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 | $11,137 | $57,281-80.6% | $86,612-87.1% | $75,163-85.2% |
| Participation rate | 71.3% | 63.2%+8.1pp | 71.7%-0.4pp | 67.2%+4.1pp |
| Annual return | 23.72% | 2670.75%-2647.0pp | 591.07%-567.3pp | 160.62%-136.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,756 | $3,318-47.1% | $4,438-60.4% | $4,125-57.4% |
| Admin fee / account holder | $255 | $4,112-93.8% | $5,614-95.5% | $5,651-95.5% |