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 | $24,822 | $150,440-83.5% | $136,294-81.8% | $147,584-83.2% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 49.01% | 1049.08%-1000.1pp | 5155.94%-5106.9pp | 578.55%-529.5pp |
| Employer contribution / active EE | -$1 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,669 | $6,630+15.7% | $6,247+22.8% | $5,439+41.0% |
| Admin fee / account holder | $121 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |