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 | $4,891 | $37,426-86.9% | $77,482-93.7% | $79,858-93.9% |
| Participation rate | 98.2% | 41.5%+56.7pp | 54.2%+44.0pp | 69.6%+28.6pp |
| Annual return | 3.06% | 39.70%-36.6pp | 54.79%-51.7pp | 31.71%-28.7pp |
| Employer contribution / active EE | $1,893 | $637+197.3% | $986+91.9% | $2,471-23.4% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $24 | $2,504-99.0% | $2,858-99.2% | $5,306-99.5% |