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 | $25,151 | $176,056-85.7% | $159,436-84.2% | $167,490-85.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 39.21% | 331.75%-292.5pp | 263.57%-224.4pp | 478.56%-439.3pp |
| Employer contribution / active EE | $1,310 | $5,297-75.3% | $4,829-72.9% | $4,837-72.9% |
| Participant deferral / active EE | $1,525 | $7,750-80.3% | $7,352-79.3% | $6,341-76.0% |
| Admin fee / account holder | $118 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |