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 | $45,274 | $167,484-73.0% | $151,611-70.1% | $134,475-66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 182.06% | 7.80%+174.3pp | 3.33%+178.7pp | 417.96%-235.9pp |
| Employer contribution / active EE | $936 | $6,829-86.3% | $6,166-84.8% | $4,740-80.3% |
| Participant deferral / active EE | $7,722 | $8,986-14.1% | $8,363-7.7% | $6,400+20.7% |
| Admin fee / account holder | $284 | $13,783-97.9% | $11,616-97.6% | $11,426-97.5% |