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 5-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 | $45,989 | $117,841-61.0% | $102,423-55.1% | $145,922-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.38% | 31.65%-22.3pp | 29.32%-19.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $16,667 | $3,615+361.1% | $3,023+451.3% | $4,660+257.7% |
| Participant deferral / active EE | $551 | $5,731-90.4% | $5,053-89.1% | $6,688-91.8% |
| Admin fee / account holder | $194 | $13,326-98.5% | $9,451-97.9% | $13,397-98.6% |