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 | $16,598 | $48,364-65.7% | $71,796-76.9% | $62,891-73.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 3.30% | 13.16%-9.9pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $6,716 | $1,042+544.6% | $1,924+249.0% | $2,281+194.4% |
| Participant deferral / active EE | $2,055 | $2,091-1.7% | $2,794-26.5% | $3,203-35.8% |
| Admin fee / account holder | $275 | $3,771-92.7% | $4,815-94.3% | $4,296-93.6% |