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 | $11,877 | $56,199-78.9% | $67,652-82.4% | $59,632-80.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.71% | 18505.31%-18509.0pp | 6625.04%-6628.8pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $2,404 | $1,614+48.9% | $2,266+6.1% | $2,203+9.1% |
| Participant deferral / active EE | $1,327 | $2,844-53.3% | $3,560-62.7% | $3,192-58.4% |
| Admin fee / account holder | $138 | $3,958-96.5% | $4,821-97.1% | $4,297-96.8% |