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.
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 | $6,436 | $57,354-88.8% | $83,848-92.3% | $64,186-90.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.04% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $949 | $2,545-62.7% | $3,631-73.9% | $2,381-60.1% |
| Participant deferral / active EE | $1,748 | $2,993-41.6% | $4,082-57.2% | $3,470-49.6% |
| Admin fee / account holder | $46 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |