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 | $18,484 | $135,635-86.4% | $110,238-83.2% | $135,375-86.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.68% | 513.19%-524.9pp | 314.74%-326.4pp | 519.73%-531.4pp |
| Employer contribution / active EE | $3,703 | $4,906-24.5% | $3,826-3.2% | $4,779-22.5% |
| Participant deferral / active EE | $7,328 | $5,506+33.1% | $4,672+56.8% | $5,609+30.6% |
| Admin fee / account holder | $217 | $11,457-98.1% | $8,547-97.5% | $10,827-98.0% |