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 | $3,223 | $90,600-96.4% | $79,464-95.9% | $135,375-97.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -21.11% | 977.43%-998.5pp | 718.14%-739.3pp | 519.73%-540.8pp |
| Employer contribution / active EE | $1,010 | $3,068-67.1% | $2,800-63.9% | $4,779-78.9% |
| Participant deferral / active EE | $1,073 | $4,050-73.5% | $3,704-71.0% | $5,609-80.9% |
| Admin fee / account holder | $75 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |