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 | $512 | $29,660-98.3% | $56,411-99.1% | $80,856-99.4% |
| Participation rate | 79.7% | 41.6%+38.1pp | 52.5%+27.2pp | 67.6%+12.1pp |
| Annual return | -37.30% | 35.23%-72.5pp | 1701.33%-1738.6pp | 35.59%-72.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $299 | $1,226-75.6% | $1,952-84.7% | $4,296-93.0% |
| Admin fee / account holder | $212 | $2,428-91.3% | $2,829-92.5% | $6,918-96.9% |