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 | $104,101 | $239,571-56.5% | $183,328-43.2% | $137,256-24.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 12.98% | 35.69%-22.7pp | 29.67%-16.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,622 | $6,148-73.6% | $5,055-67.9% | $4,156-61.0% |
| Participant deferral / active EE | $1,893 | $7,995-76.3% | $6,795-72.1% | $6,407-70.5% |
| Admin fee / account holder | $64 | $30,059-99.8% | $21,427-99.7% | $12,270-99.5% |