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 8-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 | $13,132 | $82,630-84.1% | $64,105-79.5% | $125,391-89.5% |
| Participation rate | 92.3% | 75.9%+16.5pp | 68.2%+24.1pp | 83.2%+9.1pp |
| Annual return | -6.69% | 1489.72%-1496.4pp | 791.24%-797.9pp | 282.22%-288.9pp |
| Employer contribution / active EE | $2,090 | $2,671-21.8% | $1,820+14.8% | $4,866-57.0% |
| Participant deferral / active EE | $7,931 | $3,608+119.8% | $2,822+181.1% | $5,352+48.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |