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 | $32,990 | $138,065-76.1% | $123,544-73.3% | $135,375-75.6% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.09% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $983 | $5,151-80.9% | $4,628-78.8% | $4,779-79.4% |
| Participant deferral / active EE | $2,103 | $6,799-69.1% | $6,426-67.3% | $5,609-62.5% |
| Admin fee / account holder | $34 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |