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 9-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 | $5,307 | $90,600-94.1% | $79,464-93.3% | $135,375-96.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -14.79% | 977.43%-992.2pp | 718.14%-732.9pp | 519.73%-534.5pp |
| Employer contribution / active EE | $939 | $3,068-69.4% | $2,800-66.5% | $4,779-80.4% |
| Participant deferral / active EE | $1,973 | $4,050-51.3% | $3,704-46.7% | $5,609-64.8% |
| Admin fee / account holder | $68 | $5,907-98.8% | $5,113-98.7% | $10,827-99.4% |