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 | $39,384 | $112,881-65.1% | $90,951-56.7% | $158,922-75.2% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.7pp |
| Annual return | 11.09% | 215.79%-204.7pp | 134.60%-123.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,569 | $4,128-62.0% | $3,373-53.5% | $5,982-73.8% |
| Admin fee / account holder | $243 | $8,041-97.0% | $5,959-95.9% | $11,246-97.8% |