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 | $9,911 | $138,044-92.8% | $125,339-92.1% | $134,475-92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.52% | 750.33%-772.8pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,746 | $5,243-66.7% | $4,814-63.7% | $4,740-63.2% |
| Participant deferral / active EE | $6,214 | $7,799-20.3% | $7,446-16.6% | $6,400-2.9% |
| Admin fee / account holder | $35 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |