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 5-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 | $15,042 | $71,050-78.8% | $93,606-83.9% | $80,856-81.4% |
| Participation rate | 70.3% | 60.4%+9.9pp | 68.7%+1.5pp | 67.6%+2.6pp |
| Annual return | 9.56% | 11.26%-1.7pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,769 | $1,564+13.1% | $2,420-26.9% | $2,755-35.8% |
| Participant deferral / active EE | $3,046 | $4,034-24.5% | $4,411-31.0% | $4,296-29.1% |
| Admin fee / account holder | $73 | $6,945-99.0% | $8,285-99.1% | $6,918-98.9% |