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 | $32,758 | $67,606-51.5% | $82,313-60.2% | $70,131-53.3% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 15.39% | 21.57%-6.2pp | 25.88%-10.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $231 | $1,755-86.9% | $2,428-90.5% | $2,342-90.2% |
| Participant deferral / active EE | $2,650 | $2,987-11.3% | $3,706-28.5% | $3,332-20.5% |
| Admin fee / account holder | $48 | $4,512-98.9% | $5,608-99.1% | $4,645-99.0% |