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 | $17,387 | $884,045-98.0% | $453,369-96.2% | $167,490-89.6% |
| Participation rate | 88.2% | 81.6%+6.7pp | 78.0%+10.2pp | 82.1%+6.1pp |
| Annual return | 14.68% | 29.49%-14.8pp | 64.40%-49.7pp | 478.56%-463.9pp |
| Employer contribution / active EE | $597 | $5,538-89.2% | $4,070-85.3% | $4,837-87.7% |
| Participant deferral / active EE | $3,242 | $7,898-59.0% | $6,209-47.8% | $6,341-48.9% |
| Admin fee / account holder | $261 | $22,063-98.8% | $11,209-97.7% | $12,309-97.9% |