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 | $22,087 | $180,449-87.8% | $154,107-85.7% | $135,375-83.7% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -9.34% | 888.09%-897.4pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,631 | $6,035-73.0% | $5,298-69.2% | $4,779-65.9% |
| Participant deferral / active EE | $3,718 | $5,806-36.0% | $5,081-26.8% | $5,609-33.7% |
| Admin fee / account holder | $63 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |