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 | $4,896 | $90,600-94.6% | $79,464-93.8% | $135,375-96.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -18.49% | 977.43%-995.9pp | 718.14%-736.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $1,257 | $3,068-59.0% | $2,800-55.1% | $4,779-73.7% |
| Participant deferral / active EE | $1,701 | $4,050-58.0% | $3,704-54.1% | $5,609-69.7% |
| Admin fee / account holder | $74 | $5,907-98.7% | $5,113-98.6% | $10,827-99.3% |