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 6-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 | $6,450 | $167,307-96.1% | $143,757-95.5% | $134,475-95.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -97.21% | 0.46%-97.7pp | -0.04%-97.2pp | 417.96%-515.2pp |
| Employer contribution / active EE | $2,803 | $5,619-50.1% | $4,951-43.4% | $4,740-40.9% |
| Participant deferral / active EE | $3,678 | $6,446-42.9% | $5,637-34.8% | $6,400-42.5% |
| Admin fee / account holder | $194 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |