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 | $21,424 | $157,256-86.4% | $141,162-84.8% | $152,861-86.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 10.66% | 64.32%-53.7pp | 71.39%-60.7pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,640 | $5,261-68.8% | $4,735-65.4% | $4,762-65.6% |
| Participant deferral / active EE | $9,532 | $7,109+34.1% | $6,709+42.1% | $5,850+62.9% |
| Admin fee / account holder | $259 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |