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 | $8,195 | $53,162-84.6% | $91,220-91.0% | $68,494-88.0% |
| Participation rate | 87.5% | 63.2%+24.3pp | 73.2%+14.3pp | 67.9%+19.6pp |
| Annual return | -20.94% | -3.14%-17.8pp | 114.01%-135.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $557 | $1,709-67.4% | $2,850-80.4% | $2,596-78.5% |
| Participant deferral / active EE | $1,885 | $2,974-36.6% | $4,234-55.5% | $4,027-53.2% |
| Admin fee / account holder | $133 | $4,493-97.0% | $5,420-97.6% | $5,403-97.5% |