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 | $105,675 | $232,540-54.6% | $185,117-42.9% | $147,584-28.4% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 13.35% | 43.03%-29.7pp | 40.50%-27.1pp | 578.55%-565.2pp |
| Employer contribution / active EE | $376 | $5,195-92.8% | $4,182-91.0% | $4,876-92.3% |
| Participant deferral / active EE | $6,984 | $5,834+19.7% | $5,045+38.4% | $5,439+28.4% |
| Admin fee / account holder | $11 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |