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 | $19,555 | $138,065-85.8% | $123,544-84.2% | $135,375-85.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.34% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,877 | $5,151-44.2% | $4,628-37.8% | $4,779-39.8% |
| Participant deferral / active EE | $8,485 | $6,799+24.8% | $6,426+32.1% | $5,609+51.3% |
| Admin fee / account holder | $231 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |