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 | $42,718 | $57,354-25.5% | $83,848-49.1% | $64,186-33.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 2.66% | 11.38%-8.7pp | 850.88%-848.2pp | 7.63%-5.0pp |
| Employer contribution / active EE | $4,638 | $2,545+82.2% | $3,631+27.7% | $2,381+94.8% |
| Participant deferral / active EE | $1,044 | $2,993-65.1% | $4,082-74.4% | $3,470-69.9% |
| Admin fee / account holder | $224 | $4,046-94.5% | $5,478-95.9% | $4,888-95.4% |