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 8-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 | $4,804 | $49,922-90.4% | $80,569-94.0% | $75,163-93.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 3.43% | 34.69%-31.3pp | 935.43%-932.0pp | 160.62%-157.2pp |
| Employer contribution / active EE | $4,373 | $1,698+157.5% | $2,723+60.6% | $2,670+63.8% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $184 | $3,577-94.9% | $5,377-96.6% | $5,651-96.7% |