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 | $91,144 | $162,781-44.0% | $133,956-32.0% | $158,922-42.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 20.25% | 41.94%-21.7pp | 45.09%-24.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $214 | $4,975-95.7% | $3,919-94.5% | $4,761-95.5% |
| Participant deferral / active EE | $2,091 | $5,911-64.6% | $5,048-58.6% | $5,982-65.1% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |