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 | $41,837 | $140,588-70.2% | $123,104-66.0% | $125,391-66.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.52% | 16.80%-14.3pp | 13.22%-10.7pp | 282.22%-279.7pp |
| Employer contribution / active EE | $1,490 | $6,041-75.3% | $5,151-71.1% | $4,866-69.4% |
| Participant deferral / active EE | $1,321 | $6,980-81.1% | $6,230-78.8% | $5,352-75.3% |
| Admin fee / account holder | $193 | $11,198-98.3% | $9,015-97.9% | $9,540-98.0% |