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 4-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 | $10,914 | $183,519-94.1% | $155,509-93.0% | $145,922-92.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.74% | 61.17%-64.9pp | 64.67%-68.4pp | 561.29%-565.0pp |
| Employer contribution / active EE | $6,390 | $5,313+20.3% | $4,672+36.8% | $4,660+37.1% |
| Participant deferral / active EE | $2,957 | $6,462-54.2% | $5,626-47.4% | $6,688-55.8% |
| Admin fee / account holder | $287 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |