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 5-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 | $5,343 | $59,805-91.1% | $79,550-93.3% | $68,494-92.2% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.5%+19.0pp | 67.9%+20.6pp |
| Annual return | -63.11% | -12.30%-50.8pp | 0.16%-63.3pp | -7.84%-55.3pp |
| Employer contribution / active EE | $1,629 | $1,505+8.3% | $2,413-32.5% | $2,596-37.2% |
| Participant deferral / active EE | $3,237 | $3,024+7.0% | $3,985-18.8% | $4,027-19.6% |
| Admin fee / account holder | $269 | $4,835-94.4% | $6,832-96.1% | $5,403-95.0% |