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 | $12,245 | $158,817-92.3% | $121,196-89.9% | $135,375-91.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -14.58% | -0.64%-13.9pp | 16.93%-31.5pp | 519.73%-534.3pp |
| Employer contribution / active EE | $2,492 | $5,665-56.0% | $4,022-38.0% | $4,779-47.8% |
| Participant deferral / active EE | $7,673 | $4,005+91.6% | $3,344+129.4% | $5,609+36.8% |
| Admin fee / account holder | $18 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |