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 | $23,379 | $110,094-78.8% | $151,611-84.6% | $68,494-65.9% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -19.60% | -10.12%-9.5pp | 3.33%-22.9pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,376 | $4,471-46.8% | $6,166-61.5% | $2,596-8.5% |
| Participant deferral / active EE | $4,011 | $6,527-38.6% | $8,363-52.0% | $4,027-0.4% |
| Admin fee / account holder | $1 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |