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 | $59,146 | $148,534-60.2% | $135,903-56.5% | $139,434-57.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.52% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,602 | $5,243-69.4% | $4,856-67.0% | $4,751-66.3% |
| Participant deferral / active EE | $2,035 | $8,100-74.9% | $7,758-73.8% | $6,710-69.7% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |