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 | $63,719 | $111,814-43.0% | $93,654-32.0% | $145,959-56.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 8.64% | 203.30%-194.7pp | 133.34%-124.7pp | 561.95%-553.3pp |
| Employer contribution / active EE | $771 | $3,092-75.1% | $2,421-68.2% | $4,661-83.5% |
| Participant deferral / active EE | $915 | $4,914-81.4% | $4,413-79.3% | $6,689-86.3% |
| Admin fee / account holder | $5 | $10,246-99.9% | $8,282-99.9% | $13,398-100.0% |