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 6-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 | $10,743 | $167,307-93.6% | $143,757-92.5% | $134,475-92.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.49% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,787 | $5,619-68.2% | $4,951-63.9% | $4,740-62.3% |
| Participant deferral / active EE | $4,865 | $6,446-24.5% | $5,637-13.7% | $6,400-24.0% |
| Admin fee / account holder | $198 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |