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 | $10,606 | $180,449-94.1% | $154,107-93.1% | $135,375-92.2% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -15.04% | 888.09%-903.1pp | 735.12%-750.2pp | 519.73%-534.8pp |
| Employer contribution / active EE | $1,567 | $6,035-74.0% | $5,298-70.4% | $4,779-67.2% |
| Participant deferral / active EE | $2,605 | $5,806-55.1% | $5,081-48.7% | $5,609-53.6% |
| Admin fee / account holder | $53 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |