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 | $6,747 | $69,518-90.3% | $59,878-88.7% | $135,375-95.0% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.7%+20.8pp | 82.6%+12.8pp |
| Annual return | -10.63% | 7.94%-18.6pp | 3.46%-14.1pp | 519.73%-530.4pp |
| Employer contribution / active EE | $684 | $3,235-78.8% | $2,722-74.9% | $4,779-85.7% |
| Participant deferral / active EE | $1,233 | $4,206-70.7% | $3,402-63.8% | $5,609-78.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |