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 10-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 | $29,189 | $160,055-81.8% | $140,016-79.2% | $135,375-78.4% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -12.34% | 911.38%-923.7pp | 651.12%-663.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $4,985 | $6,420-22.4% | $5,606-11.1% | $4,779+4.3% |
| Participant deferral / active EE | $7,911 | $7,642+3.5% | $6,927+14.2% | $5,609+41.0% |
| Admin fee / account holder | $166 | $13,328-98.8% | $10,705-98.4% | $10,827-98.5% |