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 4-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 | $36,257 | $124,425-70.9% | $112,040-67.6% | $137,256-73.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.35% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $248 | $3,411-92.7% | $2,954-91.6% | $4,156-94.0% |
| Participant deferral / active EE | $8,282 | $5,718+44.8% | $5,098+62.5% | $6,407+29.3% |
| Admin fee / account holder | $256 | $15,207-98.3% | $12,098-97.9% | $12,270-97.9% |