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 | $10,447 | $135,635-92.3% | $110,238-90.5% | $135,375-92.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -15.45% | 513.19%-528.6pp | 314.74%-330.2pp | 519.73%-535.2pp |
| Employer contribution / active EE | $2,354 | $4,906-52.0% | $3,826-38.5% | $4,779-50.7% |
| Participant deferral / active EE | $2,994 | $5,506-45.6% | $4,672-35.9% | $5,609-46.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |