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 8-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 | $20,034 | $95,862-79.1% | $79,550-74.8% | $134,475-85.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -19.74% | -2.69%-17.0pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $99 | $3,128-96.8% | $2,413-95.9% | $4,740-97.9% |
| Participant deferral / active EE | $3,307 | $4,693-29.5% | $3,985-17.0% | $6,400-48.3% |
| Admin fee / account holder | $158 | $9,126-98.3% | $6,832-97.7% | $11,426-98.6% |