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 | $41,132 | $72,277-43.1% | $101,248-59.4% | $79,858-48.5% |
| Participation rate | 71.8% | 68.5%+3.3pp | 75.8%-4.0pp | 69.6%+2.1pp |
| Annual return | 17.07% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $470 | $2,692-82.5% | $3,660-87.1% | $2,471-81.0% |
| Participant deferral / active EE | $2,525 | $3,282-23.0% | $4,370-42.2% | $3,740-32.5% |
| Admin fee / account holder | $291 | $4,400-93.4% | $5,945-95.1% | $5,306-94.5% |