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 | $38,391 | $121,625-68.4% | $104,607-63.3% | $158,922-75.8% |
| Participation rate | 95.7% | 77.5%+18.1pp | 74.1%+21.6pp | 82.0%+13.7pp |
| Annual return | 19.94% | 465.26%-445.3pp | 340.46%-320.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,723 | $4,177+13.1% | $3,740+26.3% | $5,982-21.0% |
| Admin fee / account holder | $217 | $7,787-97.2% | $6,473-96.6% | $11,246-98.1% |