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 3-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 | $77,018 | $178,174-56.8% | $156,181-50.7% | $137,256-43.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 22.17% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,056 | $4,972-78.8% | $4,294-75.4% | $4,156-74.6% |
| Participant deferral / active EE | $13,483 | $6,888+95.7% | $6,132+119.9% | $6,407+110.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |