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 | $3,436 | $52,681-93.5% | $75,781-95.5% | $59,632-94.2% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.8%+0.1pp | 68.7%+7.3pp |
| Annual return | -7.24% | 2.95%-10.2pp | 9.68%-16.9pp | 2041.28%-2048.5pp |
| Employer contribution / active EE | $660 | $2,193-69.9% | $3,323-80.1% | $2,203-70.0% |
| Participant deferral / active EE | $1,178 | $2,591-54.5% | $3,651-67.7% | $3,192-63.1% |
| Admin fee / account holder | $9 | $3,610-99.7% | $5,299-99.8% | $4,297-99.8% |