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 6-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 | $10,355 | $167,484-93.8% | $151,611-93.2% | $134,475-92.3% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.5%-11.3pp | 81.2%-5.0pp |
| Annual return | -25.25% | 7.80%-33.1pp | 3.33%-28.6pp | 417.96%-443.2pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,607 | $8,986-59.9% | $8,363-56.9% | $6,400-43.6% |
| Admin fee / account holder | $159 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |