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 10-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 | $7,174 | $90,600-92.1% | $79,464-91.0% | $135,375-94.7% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -11.66% | 977.43%-989.1pp | 718.14%-729.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $903 | $3,068-70.6% | $2,800-67.7% | $4,779-81.1% |
| Participant deferral / active EE | $2,207 | $4,050-45.5% | $3,704-40.4% | $5,609-60.6% |
| Admin fee / account holder | $28 | $5,907-99.5% | $5,113-99.5% | $10,827-99.7% |