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 | $208,138 | $105,860+96.6% | $90,749+129.4% | $134,475+54.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -16.47% | -11.01%-5.5pp | -12.16%-4.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $825 | $3,462-76.2% | $2,921-71.7% | $4,740-82.6% |
| Participant deferral / active EE | $910 | $5,216-82.6% | $4,564-80.1% | $6,400-85.8% |
| Admin fee / account holder | $13 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |