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 5-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 | $14,862 | $167,484-91.1% | $151,611-90.2% | $134,475-88.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.87% | 7.80%-32.7pp | 3.33%-28.2pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,704 | $6,829-60.4% | $6,166-56.1% | $4,740-42.9% |
| Participant deferral / active EE | $7,295 | $8,986-18.8% | $8,363-12.8% | $6,400+14.0% |
| Admin fee / account holder | $45 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |