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 8-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 | $156,094 | $197,591-21.0% | $177,821-12.2% | $158,922-1.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.65% | 58.76%-41.1pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,250 | $6,697-66.4% | $5,918-62.0% | $4,761-52.7% |
| Participant deferral / active EE | $900 | $8,405-89.3% | $7,714-88.3% | $5,982-85.0% |
| Admin fee / account holder | $15 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |