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 | $10,256 | $71,883-85.7% | $86,677-88.2% | $68,494-85.0% |
| Participation rate | 87.3% | 72.2%+15.0pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -25.46% | 3.52%-29.0pp | 35.91%-61.4pp | -7.84%-17.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,144 | $3,779+89.1% | $4,656+53.5% | $4,027+77.4% |
| Admin fee / account holder | $58 | $6,112-99.1% | $7,493-99.2% | $5,403-98.9% |