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 | $30,342 | $99,079-69.4% | $77,999-61.1% | $273,961-88.9% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.5%+3.4pp | 83.0%-4.1pp |
| Annual return | 3.87% | 217.93%-214.1pp | 425.96%-422.1pp | 41.45%-37.6pp |
| Employer contribution / active EE | $471 | $3,308-85.8% | $2,470-81.0% | $4,869-90.3% |
| Participant deferral / active EE | $941 | $4,306-78.1% | $3,497-73.1% | $5,287-82.2% |
| Admin fee / account holder | $21 | $8,954-99.8% | $5,480-99.6% | $10,132-99.8% |