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 9-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 | $36,424 | $154,228-76.4% | $145,433-75.0% | $137,256-73.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.37% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $11,025 | $4,804+129.5% | $4,554+142.1% | $4,156+165.3% |
| Participant deferral / active EE | $898 | $8,216-89.1% | $7,897-88.6% | $6,407-86.0% |
| Admin fee / account holder | $142 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |