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 7-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 | $216,549 | $197,591+9.6% | $177,821+21.8% | $158,922+36.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.93% | 58.76%-41.8pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,136 | $6,697-83.0% | $5,918-80.8% | $4,761-76.1% |
| Participant deferral / active EE | $7,963 | $8,405-5.3% | $7,714+3.2% | $5,982+33.1% |
| Admin fee / account holder | $25 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |