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 5-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 | $13,697 | $167,484-91.8% | $151,611-91.0% | $134,475-89.8% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -31.88% | 7.80%-39.7pp | 3.33%-35.2pp | 417.96%-449.8pp |
| Employer contribution / active EE | $3,256 | $6,829-52.3% | $6,166-47.2% | $4,740-31.3% |
| Participant deferral / active EE | $4,974 | $8,986-44.6% | $8,363-40.5% | $6,400-22.3% |
| Admin fee / account holder | $182 | $13,783-98.7% | $11,616-98.4% | $11,426-98.4% |