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 | $15,384 | $138,065-88.9% | $123,544-87.5% | $135,375-88.6% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -15.36% | 153.68%-169.0pp | 119.20%-134.6pp | 519.73%-535.1pp |
| Employer contribution / active EE | $2,072 | $5,151-59.8% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $4,921 | $6,799-27.6% | $6,426-23.4% | $5,609-12.3% |
| Admin fee / account holder | $67 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |