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 | $26,395 | $95,971-72.5% | $74,550-64.6% | $135,375-80.5% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -2.28% | 56.96%-59.2pp | 32.53%-34.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,667 | $2,716-1.8% | $1,961+36.0% | $4,779-44.2% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $48 | $6,522-99.3% | $5,060-99.0% | $10,827-99.6% |