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 | $21,745 | $85,766-74.6% | $136,294-84.0% | $70,131-69.0% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 11.29% | 31.45%-20.2pp | 5155.94%-5144.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,283 | $2,966-56.7% | $4,695-72.7% | $2,342-45.2% |
| Participant deferral / active EE | $4,387 | $5,051-13.2% | $6,247-29.8% | $3,332+31.7% |
| Admin fee / account holder | $224 | $5,420-95.9% | $9,243-97.6% | $4,645-95.2% |