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 9-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 | $152,550 | $132,239+15.4% | $105,722+44.3% | $273,961-44.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.9%-3.9pp | 83.0%-8.0pp |
| Annual return | 0.00% | 10.07%-10.1pp | 12.25%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,311 | $6,233-79.0% | $5,326-75.4% | $5,287-75.2% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |