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 | $14,545 | $83,908-82.7% | $68,509-78.8% | $125,391-88.4% |
| Participation rate | 71.4% | 78.2%-6.7pp | 74.7%-3.3pp | 83.2%-11.8pp |
| Annual return | -3.61% | 14.48%-18.1pp | 8.27%-11.9pp | 282.22%-285.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,599 | $4,125+35.7% | $3,382+65.5% | $5,352+4.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |