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 6-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 | $4,203 | $46,674-91.0% | $117,472-96.4% | $68,494-93.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -21.23% | -14.52%-6.7pp | 29.74%-51.0pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,509 | $1,505+0.3% | $4,176-63.9% | $2,596-41.9% |
| Participant deferral / active EE | $1,665 | $2,636-36.8% | $4,070-59.1% | $4,027-58.7% |
| Admin fee / account holder | $157 | $4,020-96.1% | $5,645-97.2% | $5,403-97.1% |