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 | $4,684 | $93,024-95.0% | $77,024-93.9% | $134,475-96.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -56.13% | 62.60%-118.7pp | 42.32%-98.4pp | 417.96%-474.1pp |
| Employer contribution / active EE | $1,650 | $3,418-51.7% | $2,812-41.3% | $4,740-65.2% |
| Participant deferral / active EE | $1,650 | $5,238-68.5% | $4,426-62.7% | $6,400-74.2% |
| Admin fee / account holder | $17 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |