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.
Participant 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 | $77,794 | $135,952-42.8% | $123,892-37.2% | $273,961-71.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 26.31% | 56.63%-30.3pp | 47.52%-21.2pp | 41.45%-15.1pp |
| Employer contribution / active EE | $16,969 | $5,170+228.2% | $4,617+267.5% | $4,869+248.5% |
| Participant deferral / active EE | $1,230 | $6,343-80.6% | $5,984-79.4% | $5,287-76.7% |
| Admin fee / account holder | $113 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |