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 7-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 | $8,130 | $190,805-95.7% | $159,960-94.9% | $134,475-94.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -20.48% | 552.23%-572.7pp | 408.60%-429.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,148 | $4,995-77.0% | $4,226-72.8% | $4,740-75.8% |
| Participant deferral / active EE | $1,752 | $6,923-74.7% | $6,182-71.7% | $6,400-72.6% |
| Admin fee / account holder | $29 | $10,471-99.7% | $8,698-99.7% | $11,426-99.8% |