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 | $48,204 | $118,849-59.4% | $96,562-50.1% | $167,490-71.2% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 10.03% | 50.49%-40.5pp | 37.78%-27.8pp | 478.56%-468.5pp |
| Employer contribution / active EE | $573 | $3,120-81.6% | $2,356-75.7% | $4,837-88.2% |
| Participant deferral / active EE | $1,132 | $4,616-75.5% | $3,849-70.6% | $6,341-82.2% |
| Admin fee / account holder | $98 | $8,065-98.8% | $6,181-98.4% | $12,309-99.2% |