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 4-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 | $5,701 | $100,754-94.3% | $86,677-93.4% | $134,475-95.8% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -34.13% | 29.04%-63.2pp | 35.91%-70.0pp | 417.96%-452.1pp |
| Employer contribution / active EE | $1,221 | $3,489-65.0% | $2,836-57.0% | $4,740-74.2% |
| Participant deferral / active EE | $2,408 | $5,338-54.9% | $4,656-48.3% | $6,400-62.4% |
| Admin fee / account holder | $14 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |