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 | $10,394 | $138,065-92.5% | $123,544-91.6% | $135,375-92.3% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -10.13% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,941 | $5,151-42.9% | $4,628-36.4% | $4,779-38.5% |
| Participant deferral / active EE | $2,316 | $6,799-65.9% | $6,426-63.9% | $5,609-58.7% |
| Admin fee / account holder | $70 | $10,916-99.4% | $9,284-99.2% | $10,827-99.4% |