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 | $184,597 | $138,065+33.7% | $123,544+49.4% | $135,375+36.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 1.63% | 153.68%-152.1pp | 119.20%-117.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $440 | $5,151-91.5% | $4,628-90.5% | $4,779-90.8% |
| Participant deferral / active EE | $3,477 | $6,799-48.9% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $180 | $10,916-98.4% | $9,284-98.1% | $10,827-98.3% |