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 | $6,640 | $100,754-93.4% | $86,677-92.3% | $134,475-95.1% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -32.46% | 29.04%-61.5pp | 35.91%-68.4pp | 417.96%-450.4pp |
| Employer contribution / active EE | $1,055 | $3,489-69.8% | $2,836-62.8% | $4,740-77.7% |
| Participant deferral / active EE | $2,274 | $5,338-57.4% | $4,656-51.2% | $6,400-64.5% |
| Admin fee / account holder | $279 | $10,926-97.4% | $7,493-96.3% | $11,426-97.6% |