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 | $10,148 | $97,757-89.6% | $83,848-87.9% | $135,375-92.5% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -11.91% | 1287.37%-1299.3pp | 850.88%-862.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $897 | $4,222-78.7% | $3,631-75.3% | $4,779-81.2% |
| Participant deferral / active EE | $2,045 | $4,682-56.3% | $4,082-49.9% | $5,609-63.5% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |