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 10-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 | $16,378 | $92,222-82.2% | $76,768-78.7% | $135,375-87.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.69% | 5.46%-15.1pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $5,265 | $3,216+63.7% | $2,485+111.9% | $4,779+10.2% |
| Participant deferral / active EE | $5,465 | $4,509+21.2% | $3,852+41.9% | $5,609-2.6% |
| Admin fee / account holder | $80 | $10,748-99.3% | $6,675-98.8% | $10,827-99.3% |