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 10-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 | $206,212 | $176,056+17.1% | $159,436+29.3% | $167,490+23.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.41% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $529 | $5,297-90.0% | $4,829-89.0% | $4,837-89.1% |
| Participant deferral / active EE | $7,296 | $7,750-5.9% | $7,352-0.8% | $6,341+15.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |