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 10-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 | $21,322 | $127,386-83.3% | $115,037-81.5% | $125,391-83.0% |
| Participation rate | 89.5% | 84.2%+5.3pp | 81.4%+8.1pp | 83.2%+6.3pp |
| Annual return | -6.73% | 31.28%-38.0pp | 26.14%-32.9pp | 282.22%-289.0pp |
| Employer contribution / active EE | $2,946 | $5,166-43.0% | $4,608-36.1% | $4,866-39.5% |
| Participant deferral / active EE | $5,969 | $6,423-7.1% | $6,026-1.0% | $5,352+11.5% |
| Admin fee / account holder | $25 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |