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 | $174,383 | $113,935+53.1% | $94,224+85.1% | $125,391+39.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 32.54% | 5.29%+27.3pp | 10.68%+21.9pp | 282.22%-249.7pp |
| Employer contribution / active EE | $4,000 | $4,727-15.4% | $3,587+11.5% | $4,866-17.8% |
| Participant deferral / active EE | $720 | $5,179-86.1% | $4,320-83.3% | $5,352-86.5% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |