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 | $5,103 | $54,380-90.6% | $68,509-92.6% | $59,632-91.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -4.45% | 2.83%-7.3pp | 8.27%-12.7pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $568 | $1,539-63.1% | $2,278-75.0% | $2,203-74.2% |
| Participant deferral / active EE | $1,366 | $2,643-48.3% | $3,382-59.6% | $3,192-57.2% |
| Admin fee / account holder | $187 | $3,885-95.2% | $5,275-96.5% | $4,297-95.7% |