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 | $18,819 | $165,335-88.6% | $149,696-87.4% | $158,922-88.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 5.44% | 348.15%-342.7pp | 276.60%-271.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $11,935 | $5,103+133.9% | $4,644+157.0% | $4,761+150.7% |
| Participant deferral / active EE | $5,306 | $7,181-26.1% | $6,842-22.4% | $5,982-11.3% |
| Admin fee / account holder | $39 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |