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 | $11,666 | $168,632-93.1% | $147,614-92.1% | $125,391-90.7% |
| Participation rate | 95.8% | 88.8%+7.1pp | 84.6%+11.2pp | 83.2%+12.6pp |
| Annual return | -9.52% | 77.65%-87.2pp | 61.98%-71.5pp | 282.22%-291.7pp |
| Employer contribution / active EE | $4,466 | $6,252-28.6% | $5,564-19.7% | $4,866-8.2% |
| Participant deferral / active EE | $3,231 | $5,507-41.3% | $4,895-34.0% | $5,352-39.6% |
| Admin fee / account holder | $156 | $13,580-98.8% | $11,611-98.7% | $9,540-98.4% |