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 6-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 | $23,697 | $106,515-77.8% | $96,683-75.5% | $139,434-83.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.59% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $427 | $4,103-89.6% | $3,737-88.6% | $4,751-91.0% |
| Participant deferral / active EE | $2,375 | $5,454-56.5% | $4,878-51.3% | $6,710-64.6% |
| Admin fee / account holder | $221 | $7,877-97.2% | $6,730-96.7% | $11,403-98.1% |