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 | $11,139 | $76,000-85.3% | $154,107-92.8% | $64,186-82.6% |
| Participation rate | 80.6% | 70.4%+10.2pp | 83.0%-2.4pp | 69.6%+11.1pp |
| Annual return | -8.24% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,512 | $3,351-54.9% | $5,298-71.5% | $2,381-36.5% |
| Participant deferral / active EE | $1,171 | $3,175-63.1% | $5,081-77.0% | $3,470-66.3% |
| Admin fee / account holder | $268 | $5,596-95.2% | $13,411-98.0% | $4,888-94.5% |