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 | $10,111 | $49,177-79.4% | $79,464-87.3% | $64,186-84.2% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -15.09% | -1.16%-13.9pp | 718.14%-733.2pp | 7.63%-22.7pp |
| Employer contribution / active EE | $1,236 | $2,076-40.5% | $2,800-55.9% | $2,381-48.1% |
| Participant deferral / active EE | $3,969 | $2,821+40.7% | $3,704+7.2% | $3,470+14.4% |
| Admin fee / account holder | $65 | $3,839-98.3% | $5,113-98.7% | $4,888-98.7% |