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 4-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 | $26,299 | $124,425-78.9% | $112,040-76.5% | $137,256-80.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.44% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,141 | $3,411-66.6% | $2,954-61.4% | $4,156-72.6% |
| Participant deferral / active EE | $1,631 | $5,718-71.5% | $5,098-68.0% | $6,407-74.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |