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 9-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 | $12,051 | $135,635-91.1% | $110,238-89.1% | $135,375-91.1% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -13.13% | 513.19%-526.3pp | 314.74%-327.9pp | 519.73%-532.9pp |
| Employer contribution / active EE | $2,389 | $4,906-51.3% | $3,826-37.6% | $4,779-50.0% |
| Participant deferral / active EE | $3,201 | $5,506-41.9% | $4,672-31.5% | $5,609-42.9% |
| Admin fee / account holder | $69 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |