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 | $6,098 | $45,152-86.5% | $73,843-91.7% | $59,632-89.8% |
| Participation rate | 95.6% | 64.0%+31.6pp | 73.4%+22.1pp | 68.7%+26.9pp |
| Annual return | -9.81% | 27.40%-37.2pp | 2267.84%-2277.7pp | 2041.28%-2051.1pp |
| Employer contribution / active EE | $1,678 | $1,902-11.8% | $2,787-39.8% | $2,203-23.8% |
| Participant deferral / active EE | $3,326 | $2,574+29.2% | $3,583-7.2% | $3,192+4.2% |
| Admin fee / account holder | $88 | $3,516-97.5% | $4,880-98.2% | $4,297-97.9% |