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 3-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 | $111,964 | $148,534-24.6% | $135,903-17.6% | $139,434-19.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 31.75% | 79.19%-47.4pp | 68.23%-36.5pp | 372.94%-341.2pp |
| Employer contribution / active EE | $1,028 | $5,243-80.4% | $4,856-78.8% | $4,751-78.4% |
| Participant deferral / active EE | $1,215 | $8,100-85.0% | $7,758-84.3% | $6,710-81.9% |
| Admin fee / account holder | $42 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |