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 3-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 | $6,663 | $92,703-92.8% | $82,719-91.9% | $134,475-95.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.85% | 944.92%-968.8pp | 701.18%-725.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,470 | $3,274-55.1% | $3,009-51.1% | $4,740-69.0% |
| Participant deferral / active EE | $3,995 | $4,802-16.8% | $4,395-9.1% | $6,400-37.6% |
| Admin fee / account holder | $128 | $5,983-97.9% | $5,329-97.6% | $11,426-98.9% |