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 3-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 | $3,167 | $72,071-95.6% | $68,368-95.4% | $137,256-97.7% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.0%-7.7pp |
| Annual return | 26.35% | 353.14%-326.8pp | 292.57%-266.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $356 | $2,788-87.2% | $2,649-86.6% | $4,156-91.4% |
| Participant deferral / active EE | $1,193 | $4,410-73.0% | $4,123-71.1% | $6,407-81.4% |
| Admin fee / account holder | $275 | $5,336-94.9% | $5,150-94.7% | $12,270-97.8% |