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 | $3,961 | $82,286-95.2% | $68,791-94.2% | $134,475-97.1% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.0%+19.2pp | 81.2%+7.0pp |
| Annual return | -37.35% | -2.19%-35.2pp | -6.38%-31.0pp | 417.96%-455.3pp |
| Employer contribution / active EE | $1,717 | $3,301-48.0% | $2,655-35.3% | $4,740-63.8% |
| Participant deferral / active EE | $2,251 | $4,739-52.5% | $3,941-42.9% | $6,400-64.8% |
| Admin fee / account holder | $113 | $6,481-98.3% | $4,932-97.7% | $11,426-99.0% |