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 | $61,006 | $165,335-63.1% | $149,696-59.2% | $158,922-61.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.54% | 348.15%-339.6pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $4,089 | $5,103-19.9% | $4,644-12.0% | $4,761-14.1% |
| Participant deferral / active EE | $1,662 | $7,181-76.9% | $6,842-75.7% | $5,982-72.2% |
| Admin fee / account holder | $295 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |