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 7-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 | $26,794 | $201,272-86.7% | $184,203-85.5% | $145,922-81.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.21% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,356 | $7,022-80.7% | $6,427-78.9% | $4,660-70.9% |
| Participant deferral / active EE | $5,482 | $9,806-44.1% | $9,131-40.0% | $6,688-18.0% |
| Admin fee / account holder | $157 | $16,364-99.0% | $13,901-98.9% | $13,397-98.8% |