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 | $3,276 | $67,331-95.1% | $60,874-94.6% | $134,475-97.6% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.1%+18.2pp | 81.2%+10.1pp |
| Annual return | -36.39% | 49.93%-86.3pp | 16.90%-53.3pp | 417.96%-454.4pp |
| Employer contribution / active EE | $758 | $3,096-75.5% | $2,701-72.0% | $4,740-84.0% |
| Participant deferral / active EE | $2,057 | $4,538-54.7% | $3,817-46.1% | $6,400-67.9% |
| Admin fee / account holder | $32 | $4,582-99.3% | $3,224-99.0% | $11,426-99.7% |