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 | $7,247 | $95,193-92.4% | $76,523-90.5% | $135,375-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -19.35% | 4.85%-24.2pp | -0.27%-19.1pp | 519.73%-539.1pp |
| Employer contribution / active EE | $1,419 | $3,302-57.0% | $2,647-46.4% | $4,779-70.3% |
| Participant deferral / active EE | $3,854 | $4,639-16.9% | $3,835+0.5% | $5,609-31.3% |
| Admin fee / account holder | $136 | $6,249-97.8% | $4,848-97.2% | $10,827-98.7% |