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 | $9,520 | $168,632-94.4% | $147,614-93.6% | $125,391-92.4% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -3.81% | 77.65%-81.5pp | 61.98%-65.8pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,388 | $6,252-77.8% | $5,564-75.1% | $4,866-71.5% |
| Participant deferral / active EE | $4,480 | $5,507-18.6% | $4,895-8.5% | $5,352-16.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |