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 | $34,613 | $56,897-39.2% | $84,750-59.2% | $62,891-45.0% |
| Participation rate | 76.1% | 68.5%+7.5pp | 76.6%-0.5pp | 69.3%+6.8pp |
| Annual return | 6.49% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,266 | $2,709-16.3% | $3,712-38.9% | $3,203-29.2% |
| Admin fee / account holder | $228 | $3,581-93.6% | $5,332-95.7% | $4,296-94.7% |