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 | $98,730 | $115,770-14.7% | $101,248-2.5% | $158,922-37.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.48% | 56.14%-47.7pp | 46.47%-38.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $16,982 | $4,175+306.8% | $3,660+364.0% | $4,761+256.7% |
| Participant deferral / active EE | $1,243 | $4,957-74.9% | $4,370-71.5% | $5,982-79.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |