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 | $189,162 | $167,484+12.9% | $151,611+24.8% | $134,475+40.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.90% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $10,000 | $6,829+46.4% | $6,166+62.2% | $4,740+111.0% |
| Participant deferral / active EE | $875 | $8,986-90.3% | $8,363-89.5% | $6,400-86.3% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |