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 9-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 | $6,684 | $57,354-88.3% | $83,848-92.0% | $64,186-89.6% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -22.19% | 11.38%-33.6pp | 850.88%-873.1pp | 7.63%-29.8pp |
| Employer contribution / active EE | $2,191 | $2,545-13.9% | $3,631-39.7% | $2,381-8.0% |
| Participant deferral / active EE | $2,597 | $2,993-13.2% | $4,082-36.4% | $3,470-25.1% |
| Admin fee / account holder | $245 | $4,046-94.0% | $5,478-95.5% | $4,888-95.0% |