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 | $29,464 | $81,900-64.0% | $119,609-75.4% | $68,494-57.0% |
| Participation rate | 94.6% | 71.9%+22.8pp | 79.3%+15.4pp | 67.9%+26.8pp |
| Annual return | -9.58% | -23.82%+14.2pp | -14.97%+5.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,679 | $2,693-0.5% | $4,232-36.7% | $2,596+3.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $236 | $6,582-96.4% | $10,323-97.7% | $5,403-95.6% |