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 | $6,676 | $74,927-91.1% | $101,794-93.4% | $84,808-92.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | -50.88% | 18.70%-69.6pp | 30.53%-81.4pp | 40.90%-91.8pp |
| Employer contribution / active EE | $1,780 | $1,522+17.0% | $2,289-22.2% | $2,631-32.4% |
| Participant deferral / active EE | $5,448 | $3,099+75.8% | $4,084+33.4% | $4,212+29.4% |
| Admin fee / account holder | $279 | $6,514-95.7% | $8,777-96.8% | $7,344-96.2% |