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 | $18,970 | $138,065-86.3% | $123,544-84.6% | $135,375-86.0% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -11.14% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,690 | $5,151-67.2% | $4,628-63.5% | $4,779-64.6% |
| Participant deferral / active EE | $3,483 | $6,799-48.8% | $6,426-45.8% | $5,609-37.9% |
| Admin fee / account holder | $92 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |