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 6-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 | $3,607 | $48,265-92.5% | $68,791-94.8% | $68,494-94.7% |
| Participation rate | 76.0% | 60.7%+15.3pp | 69.0%+7.0pp | 67.9%+8.1pp |
| Annual return | -21.50% | -12.71%-8.8pp | -6.38%-15.1pp | -7.84%-13.7pp |
| Employer contribution / active EE | $492 | $1,829-73.1% | $2,655-81.5% | $2,596-81.0% |
| Participant deferral / active EE | $1,003 | $2,867-65.0% | $3,941-74.6% | $4,027-75.1% |
| Admin fee / account holder | $246 | $4,355-94.4% | $4,932-95.0% | $5,403-95.5% |