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 | $9,931 | $95,862-89.6% | $79,550-87.5% | $134,475-92.6% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -45.53% | -2.69%-42.8pp | 0.16%-45.7pp | 417.96%-463.5pp |
| Employer contribution / active EE | $12,710 | $3,128+306.3% | $2,413+426.7% | $4,740+168.2% |
| Participant deferral / active EE | $10,466 | $4,693+123.0% | $3,985+162.6% | $6,400+63.5% |
| Admin fee / account holder | $171 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |