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 | $115,229 | $138,065-16.5% | $123,544-6.7% | $135,375-14.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.53% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $4,754 | $5,151-7.7% | $4,628+2.7% | $4,779-0.5% |
| Participant deferral / active EE | $429 | $6,799-93.7% | $6,426-93.3% | $5,609-92.4% |
| Admin fee / account holder | $218 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |