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 9-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 | $2,360 | $49,280-95.2% | $67,313-96.5% | $64,186-96.3% |
| Participation rate | 82.8% | 60.8%+22.0pp | 69.1%+13.7pp | 69.6%+13.2pp |
| Annual return | -20.05% | -1.39%-18.7pp | -4.08%-16.0pp | 7.63%-27.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,497 | $2,484-39.8% | $3,568-58.1% | $3,470-56.9% |
| Admin fee / account holder | $104 | $3,863-97.3% | $4,507-97.7% | $4,888-97.9% |