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 | $190,304 | $168,632+12.9% | $147,614+28.9% | $125,391+51.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.22% | 77.65%-77.4pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $250 | $6,252-96.0% | $5,564-95.5% | $4,866-94.9% |
| Participant deferral / active EE | $9,875 | $5,507+79.3% | $4,895+101.7% | $5,352+84.5% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |