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 7-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 | $19,221 | $172,111-88.8% | $150,298-87.2% | $137,256-86.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 12.39% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $367 | $4,636-92.1% | $4,154-91.2% | $4,156-91.2% |
| Participant deferral / active EE | $3,008 | $6,166-51.2% | $5,453-44.8% | $6,407-53.1% |
| Admin fee / account holder | $89 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |