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 | $24,777 | $81,460-69.6% | $103,333-76.0% | $80,856-69.4% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 14.86% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,719 | $3,105-44.6% | $3,868-55.6% | $2,755-37.6% |
| Participant deferral / active EE | $1,063 | $3,869-72.5% | $5,057-79.0% | $4,296-75.2% |
| Admin fee / account holder | $163 | $6,566-97.5% | $8,355-98.0% | $6,918-97.6% |