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 | $11,968 | $190,805-93.7% | $159,960-92.5% | $134,475-91.1% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -57.57% | 552.23%-609.8pp | 408.60%-466.2pp | 417.96%-475.5pp |
| Employer contribution / active EE | $1,278 | $4,995-74.4% | $4,226-69.8% | $4,740-73.0% |
| Participant deferral / active EE | $5,597 | $6,923-19.2% | $6,182-9.5% | $6,400-12.6% |
| Admin fee / account holder | $218 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |