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 | $56,583 | $104,251-45.7% | $91,001-37.8% | $147,584-61.7% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 14.08% | 27.06%-13.0pp | 4.60%+9.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,717 | $4,195-35.2% | $3,547-23.4% | $5,439-50.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |