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 8-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 | $3,565 | $34,308-89.6% | $74,701-95.2% | $72,985-95.1% |
| Participation rate | 93.4% | 42.4%+51.0pp | 54.5%+39.0pp | 69.5%+24.0pp |
| Annual return | 7.32% | 26.58%-19.3pp | 752.92%-745.6pp | 81.00%-73.7pp |
| Employer contribution / active EE | $1,713 | $692+147.7% | $1,084+58.1% | $2,440-29.8% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8 | $2,124-99.6% | $3,333-99.8% | $5,124-99.8% |