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 | $15,783 | $211,958-92.6% | $169,463-90.7% | $135,375-88.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -23.07% | 3.26%-26.3pp | 1.83%-24.9pp | 519.73%-542.8pp |
| Employer contribution / active EE | $2,213 | $5,120-56.8% | $4,159-46.8% | $4,779-53.7% |
| Participant deferral / active EE | $9,028 | $6,075+48.6% | $5,277+71.1% | $5,609+61.0% |
| Admin fee / account holder | $198 | $11,471-98.3% | $9,109-97.8% | $10,827-98.2% |