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 3-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,347 | $73,867-90.1% | $143,757-94.9% | $68,494-89.3% |
| Participation rate | 73.5% | 66.7%+6.9pp | 80.3%-6.8pp | 67.9%+5.6pp |
| Annual return | -20.39% | 1.01%-21.4pp | -0.04%-20.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $765 | $3,184-76.0% | $4,951-84.6% | $2,596-70.6% |
| Participant deferral / active EE | $1,844 | $3,384-45.5% | $5,637-67.3% | $4,027-54.2% |
| Admin fee / account holder | $26 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |