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 6-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 | $23,523 | $148,534-84.2% | $135,903-82.7% | $139,434-83.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.00% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,398 | $5,243-35.2% | $4,856-30.0% | $4,751-28.5% |
| Participant deferral / active EE | $2,176 | $8,100-73.1% | $7,758-72.0% | $6,710-67.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |