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 | $42,387 | $209,411-79.8% | $178,490-76.3% | $158,922-73.3% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 29.12% | 188.75%-159.6pp | 151.07%-121.9pp | 302.83%-273.7pp |
| Employer contribution / active EE | $947 | $5,706-83.4% | $5,011-81.1% | $4,761-80.1% |
| Participant deferral / active EE | $2,588 | $5,954-56.5% | $5,202-50.2% | $5,982-56.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |