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 | $4,972 | $49,177-89.9% | $79,464-93.7% | $64,186-92.3% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | -14.01% | -1.16%-12.8pp | 718.14%-732.1pp | 7.63%-21.6pp |
| Employer contribution / active EE | $258 | $2,076-87.6% | $2,800-90.8% | $2,381-89.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $254 | $3,839-93.4% | $5,113-95.0% | $4,888-94.8% |