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 | $78,154 | $149,679-47.8% | $117,039-33.2% | $147,584-47.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.94% | 19.31%-3.4pp | 18.95%-3.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $722 | $4,937-85.4% | $3,785-80.9% | $4,876-85.2% |
| Participant deferral / active EE | $4,276 | $4,912-12.9% | $3,929+8.8% | $5,439-21.4% |
| Admin fee / account holder | $184 | $7,856-97.7% | $5,974-96.9% | $10,885-98.3% |