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 5-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 | $8,063 | $95,862-91.6% | $79,550-89.9% | $134,475-94.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -26.30% | -2.69%-23.6pp | 0.16%-26.5pp | 417.96%-444.3pp |
| Employer contribution / active EE | $2,358 | $3,128-24.6% | $2,413-2.3% | $4,740-50.2% |
| Participant deferral / active EE | $4,188 | $4,693-10.8% | $3,985+5.1% | $6,400-34.6% |
| Admin fee / account holder | $48 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |