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 | $82,231 | $171,865-52.2% | $149,718-45.1% | $147,584-44.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.50% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,376 | $6,275-78.1% | $5,445-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,010 | $7,271-72.4% | $6,569-69.4% | $5,439-63.0% |
| Admin fee / account holder | $131 | $13,799-99.1% | $11,283-98.8% | $10,885-98.8% |