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 | $4,729 | $30,400-84.4% | $53,898-91.2% | $84,808-94.4% |
| Participation rate | 78.1% | 46.4%+31.7pp | 55.0%+23.2pp | 68.3%+9.8pp |
| Annual return | 16.08% | 500.19%-484.1pp | 528.60%-512.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $514 | $1,199-57.2% | $1,826-71.9% | $4,212-87.8% |
| Admin fee / account holder | $82 | $1,993-95.9% | $2,491-96.7% | $7,344-98.9% |