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 | $54,797 | $884,045-93.8% | $453,369-87.9% | $167,490-67.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 16.63% | 29.49%-12.9pp | 64.40%-47.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $540 | $5,538-90.2% | $4,070-86.7% | $4,837-88.8% |
| Participant deferral / active EE | $6,300 | $7,898-20.2% | $6,209+1.5% | $6,341-0.7% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |