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 | $37,552 | $126,574-70.3% | $106,213-64.6% | $145,922-74.3% |
| Participation rate | 70.8% | 77.6%-6.8pp | 75.3%-4.4pp | 80.3%-9.4pp |
| Annual return | 8.84% | 224.79%-215.9pp | 116.14%-107.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $784 | $3,730-79.0% | $3,171-75.3% | $4,660-83.2% |
| Participant deferral / active EE | $1,474 | $5,724-74.2% | $5,016-70.6% | $6,688-78.0% |
| Admin fee / account holder | $232 | $17,304-98.7% | $11,033-97.9% | $13,397-98.3% |