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 7-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 | $7,396 | $73,867-90.0% | $143,757-94.9% | $68,494-89.2% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -20.47% | 1.01%-21.5pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $739 | $3,184-76.8% | $4,951-85.1% | $2,596-71.5% |
| Participant deferral / active EE | $2,226 | $3,384-34.2% | $5,637-60.5% | $4,027-44.7% |
| Admin fee / account holder | $196 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |