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 9-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 | $7,305 | $77,813-90.6% | $123,544-94.1% | $64,186-88.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -22.84% | 12.48%-35.3pp | 119.20%-142.0pp | 7.63%-30.5pp |
| Employer contribution / active EE | $2,920 | $3,014-3.1% | $4,628-36.9% | $2,381+22.6% |
| Participant deferral / active EE | $3,996 | $5,240-23.7% | $6,426-37.8% | $3,470+15.2% |
| Admin fee / account holder | $228 | $5,519-95.9% | $9,284-97.5% | $4,888-95.3% |