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 | $32,086 | $63,346-49.3% | $92,233-65.2% | $70,131-54.2% |
| Participation rate | 81.5% | 68.7%+12.8pp | 76.5%+5.0pp | 69.5%+11.9pp |
| Annual return | 17.11% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,149 | $2,854-24.7% | $3,897-44.9% | $3,332-35.5% |
| Admin fee / account holder | $22 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |