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 4-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 | $40,047 | $209,336-80.9% | $197,124-79.7% | $137,256-70.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.94% | 48.09%-26.1pp | 44.34%-22.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $396 | $6,591-94.0% | $6,227-93.6% | $4,156-90.5% |
| Participant deferral / active EE | $7,968 | $9,614-17.1% | $9,135-12.8% | $6,407+24.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |