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 | $47,392 | $127,065-62.7% | $113,168-58.1% | $142,382-66.7% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 13.74% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,437 | $3,442-29.2% | $2,975-18.1% | $4,299-43.3% |
| Participant deferral / active EE | $1,419 | $5,716-75.2% | $5,107-72.2% | $6,507-78.2% |
| Admin fee / account holder | $39 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |