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 6-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 | $11,352 | $158,817-92.9% | $121,196-90.6% | $135,375-91.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.90% | -0.64%-11.3pp | 16.93%-28.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,216 | $5,665-60.9% | $4,022-44.9% | $4,779-53.6% |
| Participant deferral / active EE | $2,882 | $4,005-28.0% | $3,344-13.8% | $5,609-48.6% |
| Admin fee / account holder | $40 | $6,512-99.4% | $5,019-99.2% | $10,827-99.6% |