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 | $115,169 | $135,952-15.3% | $123,892-7.0% | $273,961-58.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 178.88% | 56.63%+122.3pp | 47.52%+131.4pp | 41.45%+137.4pp |
| Employer contribution / active EE | $792 | $5,170-84.7% | $4,617-82.8% | $4,869-83.7% |
| Participant deferral / active EE | $15,308 | $6,343+141.3% | $5,984+155.8% | $5,287+189.5% |
| Admin fee / account holder | $276 | $9,817-97.2% | $8,357-96.7% | $10,132-97.3% |