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 | $9,421 | $65,703-85.7% | $94,224-90.0% | $59,632-84.2% |
| Participation rate | 75.8% | 72.1%+3.6pp | 78.8%-3.0pp | 68.7%+7.1pp |
| Annual return | -4.01% | 5.22%-9.2pp | 10.68%-14.7pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $2,856 | $2,021+41.4% | $3,587-20.4% | $2,203+29.7% |
| Participant deferral / active EE | $1,885 | $3,143-40.0% | $4,320-56.4% | $3,192-40.9% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |