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 | $4,525 | $69,518-93.5% | $59,878-92.4% | $135,375-96.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -16.63% | 7.94%-24.6pp | 3.46%-20.1pp | 519.73%-536.4pp |
| Employer contribution / active EE | $392 | $3,235-87.9% | $2,722-85.6% | $4,779-91.8% |
| Participant deferral / active EE | $3,563 | $4,206-15.3% | $3,402+4.7% | $5,609-36.5% |
| Admin fee / account holder | $4 | $5,734-99.9% | $3,590-99.9% | $10,827-100.0% |