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 | $23,884 | $43,723-45.4% | $121,196-80.3% | $64,186-62.8% |
| Participation rate | 88.5% | 58.3%+30.1pp | 71.7%+16.7pp | 69.6%+18.9pp |
| Annual return | -4.66% | 68.91%-73.6pp | 16.93%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,488 | $1,296+14.8% | $4,022-63.0% | $2,381-37.5% |
| Participant deferral / active EE | $865 | $2,280-62.1% | $3,344-74.1% | $3,470-75.1% |
| Admin fee / account holder | $83 | $3,501-97.6% | $5,019-98.3% | $4,888-98.3% |