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 | $81,259 | $105,126-22.7% | $94,646-14.1% | $139,434-41.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.60% | 38.03%-21.4pp | 156.71%-140.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $5,164 | $4,106+25.8% | $3,672+40.6% | $4,751+8.7% |
| Participant deferral / active EE | $1,853 | $7,599-75.6% | $7,418-75.0% | $6,710-72.4% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |