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 7-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 | $1,508 | $54,350-97.2% | $82,719-98.2% | $68,494-97.8% |
| Participation rate | 90.6% | 63.9%+26.7pp | 72.6%+18.1pp | 67.9%+22.7pp |
| Annual return | -23.59% | -13.67%-9.9pp | 701.18%-724.8pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,847 | $3,246-43.1% | $4,395-58.0% | $4,027-54.1% |
| Admin fee / account holder | $240 | $4,395-94.5% | $5,329-95.5% | $5,403-95.6% |