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 | $47,492 | $89,753-47.1% | $107,525-55.8% | $84,808-44.0% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 14.76% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $806 | $3,113-74.1% | $3,754-78.5% | $2,631-69.4% |
| Participant deferral / active EE | $3,356 | $4,056-17.3% | $5,116-34.4% | $4,212-20.3% |
| Admin fee / account holder | $230 | $7,222-96.8% | $8,919-97.4% | $7,344-96.9% |