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 | $66,050 | $97,757-32.4% | $83,848-21.2% | $135,375-51.2% |
| Participation rate | 76.2% | 80.0%-3.8pp | 76.1%0pp | 82.6%-6.5pp |
| Annual return | 9.60% | 1287.37%-1277.8pp | 850.88%-841.3pp | 519.73%-510.1pp |
| Employer contribution / active EE | $593 | $4,222-85.9% | $3,631-83.7% | $4,779-87.6% |
| Participant deferral / active EE | $3,242 | $4,682-30.8% | $4,082-20.6% | $5,609-42.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |