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 5-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 | $17,737 | $177,572-90.0% | $154,803-88.5% | $142,382-87.5% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 17.80% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $775 | $4,810-83.9% | $4,305-82.0% | $4,299-82.0% |
| Participant deferral / active EE | $2,436 | $6,272-61.2% | $5,540-56.0% | $6,507-62.6% |
| Admin fee / account holder | $195 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |