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 | $36,694 | $117,983-68.9% | $101,794-64.0% | $142,382-74.2% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.2%+9.4pp | 80.1%-1.5pp |
| Annual return | 15.22% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $321 | $2,773-88.4% | $2,289-86.0% | $4,299-92.5% |
| Participant deferral / active EE | $4,245 | $4,714-9.9% | $4,084+3.9% | $6,507-34.8% |
| Admin fee / account holder | $106 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |