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 5-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 | $3,099 | $73,867-95.8% | $143,757-97.8% | $68,494-95.5% |
| Participation rate | 72.7% | 66.7%+6.1pp | 80.3%-7.6pp | 67.9%+4.8pp |
| Annual return | -26.81% | 1.01%-27.8pp | -0.04%-26.8pp | -7.84%-19.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,018 | $3,384-40.4% | $5,637-64.2% | $4,027-49.9% |
| Admin fee / account holder | $207 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |