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 | $20,605 | $102,604-79.9% | $86,188-76.1% | $139,434-85.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.73% | 1922.51%-1899.8pp | 1168.45%-1145.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $166 | $3,032-94.5% | $2,380-93.0% | $4,751-96.5% |
| Participant deferral / active EE | $9,572 | $4,676+104.7% | $3,985+140.2% | $6,710+42.7% |
| Admin fee / account holder | $80 | $8,657-99.1% | $6,852-98.8% | $11,403-99.3% |