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 | $5,305 | $59,805-91.1% | $79,550-93.3% | $68,494-92.3% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -26.41% | -12.30%-14.1pp | 0.16%-26.6pp | -7.84%-18.6pp |
| Employer contribution / active EE | $1,232 | $1,505-18.1% | $2,413-48.9% | $2,596-52.5% |
| Participant deferral / active EE | $3,397 | $3,024+12.3% | $3,985-14.8% | $4,027-15.7% |
| Admin fee / account holder | $260 | $4,835-94.6% | $6,832-96.2% | $5,403-95.2% |