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 | $3,765 | $92,703-95.9% | $82,719-95.4% | $134,475-97.2% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -69.42% | 944.92%-1014.3pp | 701.18%-770.6pp | 417.96%-487.4pp |
| Employer contribution / active EE | $1,513 | $3,274-53.8% | $3,009-49.7% | $4,740-68.1% |
| Participant deferral / active EE | $3,001 | $4,802-37.5% | $4,395-31.7% | $6,400-53.1% |
| Admin fee / account holder | $124 | $5,983-97.9% | $5,329-97.7% | $11,426-98.9% |