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 9-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 | $6,327 | $97,044-93.5% | $83,333-92.4% | $135,375-95.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -18.61% | 12.31%-30.9pp | 10.63%-29.2pp | 519.73%-538.3pp |
| Employer contribution / active EE | $1,072 | $4,143-74.1% | $3,379-68.3% | $4,779-77.6% |
| Participant deferral / active EE | $1,927 | $5,964-67.7% | $5,565-65.4% | $5,609-65.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |