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 | $6,836 | $100,773-93.2% | $88,946-92.3% | $142,382-95.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.59% | 70.18%-47.6pp | 57.82%-35.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $490 | $2,918-83.2% | $2,555-80.8% | $4,299-88.6% |
| Participant deferral / active EE | $791 | $5,230-84.9% | $4,581-82.7% | $6,507-87.9% |
| Admin fee / account holder | $65 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |