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 | $114,915 | $176,812-35.0% | $146,665-21.6% | $167,490-31.4% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 14.43% | 24.03%-9.6pp | 22.74%-8.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,472 | $6,440+78.2% | $5,506+108.4% | $6,341+80.9% |
| Admin fee / account holder | $217 | $13,259-98.4% | $10,280-97.9% | $12,309-98.2% |