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 | $18,095 | $92,703-80.5% | $82,719-78.1% | $134,475-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $125 | $3,274-96.2% | $3,009-95.8% | $4,740-97.4% |
| Participant deferral / active EE | $20,509 | $4,802+327.1% | $4,395+366.6% | $6,400+220.5% |
| Admin fee / account holder | $55 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |