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 9-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 | $45,822 | $185,822-75.3% | $169,993-73.0% | $139,434-67.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 19.96% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,223 | $7,590-83.9% | $6,785-82.0% | $4,751-74.3% |
| Participant deferral / active EE | $7,412 | $11,622-36.2% | $10,408-28.8% | $6,710+10.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |