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 | $9,058 | $138,044-93.4% | $125,339-92.8% | $134,475-93.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.03% | 750.33%-773.4pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,342 | $5,243-74.4% | $4,814-72.1% | $4,740-71.7% |
| Participant deferral / active EE | $4,633 | $7,799-40.6% | $7,446-37.8% | $6,400-27.6% |
| Admin fee / account holder | $150 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |