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 5-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 | $9,564 | $96,305-90.1% | $80,569-88.1% | $139,434-93.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 42.41% | 1350.08%-1307.7pp | 935.43%-893.0pp | 372.94%-330.5pp |
| Employer contribution / active EE | $2,506 | $3,262-23.2% | $2,723-8.0% | $4,751-47.3% |
| Participant deferral / active EE | $499 | $5,232-90.5% | $4,447-88.8% | $6,710-92.6% |
| Admin fee / account holder | $10 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |