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 7-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 | $8,861 | $99,341-91.1% | $84,750-89.5% | $273,961-96.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.51% | 22.93%-21.4pp | 22.78%-21.3pp | 41.45%-39.9pp |
| Employer contribution / active EE | $2,051 | $4,214-51.3% | $3,574-42.6% | $4,869-57.9% |
| Participant deferral / active EE | $2,034 | $4,269-52.4% | $3,712-45.2% | $5,287-61.5% |
| Admin fee / account holder | $46 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |