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 | $66,547 | $98,240-32.3% | $82,313-19.2% | $147,584-54.9% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 18.38% | 30.85%-12.5pp | 25.88%-7.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $8,619 | $3,192+170.0% | $2,428+254.9% | $4,876+76.8% |
| Participant deferral / active EE | $94 | $4,383-97.9% | $3,706-97.5% | $5,439-98.3% |
| Admin fee / account holder | $120 | $8,563-98.6% | $5,608-97.9% | $10,885-98.9% |