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 | $2,930 | $93,024-96.9% | $77,024-96.2% | $134,475-97.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -23.18% | 62.60%-85.8pp | 42.32%-65.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,069 | $3,418-68.7% | $2,812-62.0% | $4,740-77.5% |
| Participant deferral / active EE | $1,132 | $5,238-78.4% | $4,426-74.4% | $6,400-82.3% |
| Admin fee / account holder | $78 | $6,944-98.9% | $5,425-98.6% | $11,426-99.3% |