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 9-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 | $24,272 | $64,707-62.5% | $112,228-78.4% | $68,494-64.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -0.71% | -11.40%+10.7pp | 27.45%-28.2pp | -7.84%+7.1pp |
| Employer contribution / active EE | $426 | $2,746-84.5% | $3,635-88.3% | $2,596-83.6% |
| Participant deferral / active EE | $2,068 | $3,565-42.0% | $4,728-56.3% | $4,027-48.7% |
| Admin fee / account holder | $222 | $5,232-95.8% | $6,410-96.5% | $5,403-95.9% |