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 6-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 | $69,962 | $70,428-0.7% | $96,562-27.5% | $85,850-18.5% |
| Participation rate | 73.2% | 61.8%+11.4pp | 69.8%+3.4pp | 69.3%+3.9pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,367 | $1,413+138.3% | $2,356+42.9% | $2,565+31.2% |
| Participant deferral / active EE | $686 | $2,894-76.3% | $3,849-82.2% | $3,952-82.6% |
| Admin fee / account holder | $143 | $4,997-97.1% | $6,181-97.7% | $6,260-97.7% |