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 | $7,697 | $133,958-94.3% | $112,228-93.1% | $134,475-94.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.89% | 47.11%-72.0pp | 27.45%-52.3pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,793 | $4,038-55.6% | $3,635-50.7% | $4,740-62.2% |
| Participant deferral / active EE | $4,674 | $5,291-11.7% | $4,728-1.1% | $6,400-27.0% |
| Admin fee / account holder | $54 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |