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 | $8,961 | $73,867-87.9% | $143,757-93.8% | $68,494-86.9% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -21.86% | 1.01%-22.9pp | -0.04%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $975 | $3,184-69.4% | $4,951-80.3% | $2,596-62.4% |
| Participant deferral / active EE | $4,395 | $3,384+29.8% | $5,637-22.0% | $4,027+9.1% |
| Admin fee / account holder | $51 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |