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 | $23,828 | $135,635-82.4% | $110,238-78.4% | $135,375-82.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.27% | 513.19%-523.5pp | 314.74%-325.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,693 | $4,906-65.5% | $3,826-55.8% | $4,779-64.6% |
| Participant deferral / active EE | $5,494 | $5,506-0.2% | $4,672+17.6% | $5,609-2.0% |
| Admin fee / account holder | $103 | $11,457-99.1% | $8,547-98.8% | $10,827-99.0% |