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 6-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 | $7,108 | $106,543-93.3% | $91,220-92.2% | $134,475-94.7% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | -21.55% | 160.60%-182.2pp | 114.01%-135.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $656 | $3,331-80.3% | $2,850-77.0% | $4,740-86.2% |
| Participant deferral / active EE | $2,439 | $4,719-48.3% | $4,234-42.4% | $6,400-61.9% |
| Admin fee / account holder | $181 | $6,231-97.1% | $5,420-96.7% | $11,426-98.4% |