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 10-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 | $21,490 | $72,404-70.3% | $110,238-80.5% | $64,186-66.5% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | -10.06% | -6.29%-3.8pp | 314.74%-324.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,413 | $2,282-38.1% | $3,826-63.1% | $2,381-40.7% |
| Participant deferral / active EE | $2,159 | $3,469-37.8% | $4,672-53.8% | $3,470-37.8% |
| Admin fee / account holder | $183 | $5,664-96.8% | $8,547-97.9% | $4,888-96.3% |