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 | $180,001 | $157,256+14.5% | $141,162+27.5% | $152,861+17.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 18.89% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $869 | $5,261-83.5% | $4,735-81.6% | $4,762-81.8% |
| Participant deferral / active EE | $7,273 | $7,109+2.3% | $6,709+8.4% | $5,850+24.3% |
| Admin fee / account holder | $104 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |