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 7-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 | $2,516 | $49,280-94.9% | $67,313-96.3% | $64,186-96.1% |
| Participation rate | 92.5% | 60.8%+31.7pp | 69.1%+23.4pp | 69.6%+22.9pp |
| Annual return | -10.17% | -1.39%-8.8pp | -4.08%-6.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,257 | $2,484-49.4% | $3,568-64.8% | $3,470-63.8% |
| Admin fee / account holder | $25 | $3,863-99.4% | $4,507-99.5% | $4,888-99.5% |