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 | $21,138 | $98,750-78.6% | $149,696-85.9% | $79,858-73.5% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.7pp |
| Annual return | -34.67% | 27.43%-62.1pp | 276.60%-311.3pp | 31.71%-66.4pp |
| Employer contribution / active EE | $6,054 | $3,216+88.2% | $4,644+30.4% | $2,471+145.0% |
| Participant deferral / active EE | $4,236 | $5,680-25.4% | $6,842-38.1% | $3,740+13.3% |
| Admin fee / account holder | -$2,554 | $6,053-142.2% | $9,309-127.4% | $5,306-148.1% |