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 | $5,097 | $99,640-94.9% | $86,436-94.1% | $134,475-96.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.47% | 6782.58%-6816.0pp | 4394.89%-4428.4pp | 417.96%-451.4pp |
| Employer contribution / active EE | $1,419 | $4,400-67.7% | $3,769-62.3% | $4,740-70.1% |
| Participant deferral / active EE | $3,520 | $7,246-51.4% | $6,952-49.4% | $6,400-45.0% |
| Admin fee / account holder | $7 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |